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Adviser and broker representative · Cetera Investment Advisers LLC

Dorothy M. Belville

CRD 718668 · Monterey, CA

At a glance

Dorothy M. Belville is an investment adviser representative with Cetera Investment Advisers LLC in Monterey, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dorothy’s SEC record dates to 1995, about 31 years ago. Dorothy is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firms

  • Cetera Investment Advisers LLCSince March 2024Monterey, CA · $257B in regulatory assets
  • Belville Financial AdvisorsSince January 1995Monterey, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1995 (31 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Dorothy’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Cetera Investment Advisers LLC

Every advisor at Cetera Investment Advisers LLC →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news, moves and payouts →Financial advisors in Monterey, CA →Advisor Moves: who changed firms this week →