LPL Financial
47yrs
Top advisor by experience in San Diego
32yrs
Keith Dilloway
Financial advisor at Cetera Investment Advisers
Based in San Diego, California, Keith Dilloway is a fiduciary financial advisor with 32 years of industry experience. Keith has been with Cetera Investment Advisers since 2023; before that, Keith spent a year at Commonwealth Financial Network and five years at Morgan Stanley. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in San Diego
Office655 W Broadway12th Floor, San Diego, CA 92101
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- Mar 2021 – Oct 2021Commonwealth Financial NetworkPreviously
- 2016 – 2021Morgan StanleyPreviously
- 2010 – 2016Sorrento Pacific Financial, LLCPreviously
- May 2009 – Oct 2010Equitable Advisors, LLCPreviously
- 2003 – 2009LPL Financial LLCPreviously
Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keith
How do I contact Keith?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Keith Dilloway. Keith works from the San Diego, CA office.
How long has Keith been a financial advisor?
Keith has been in the industry since 1994, about 32 years. Top 13% by experience in San Diego.
What licenses does Keith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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