RBC Capital Markets
40yrs
Top advisor by experience in Tavernier
19yrs
Peter Smilovsky
Financial advisor at Cetera Investment Advisers
Based in Tavernier, Florida, Peter Smilovsky is a fiduciary financial advisor with 19 years of industry experience. Peter has been with Cetera Investment Advisers since 2025; before that, Peter spent 17 years at Avantax Advisory Services. 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 6 advisors with offices in Tavernier, and one of 6 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors in Florida
OfficeTavernier, FL
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
- Aug 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2008 – 2025Avantax Advisory ServicesPreviously
Contact Peter
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Peter. Tavernier, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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
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About Peter
How do I contact Peter?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Peter Smilovsky. Peter works from the Tavernier, FL office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2007, about 19 years. More experience than 59% of advisors in Florida.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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