Strauss Borrelli PLLC, a leading data breach law firm, is investigating Cetera Financial Group (“Cetera”) regarding its recent data breach. The Cetera data breach involved sensitive personal information belonging to an undetermined number of individuals.
ABOUT CETERA FINANCIAL GROUP:
Cetera is a wealth management and financial services company based in California. Today, Cetera offers services and support to independent advisors and is home to approximately 12,000 advisors and institutions.2 As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management.2 Headquartered in San Diego, California, Cetera employs over 2,500 individuals.
WHAT HAPPENED?
Recently, Cetera reported to the Attorney General of New Hampshire that it had experienced a data breach in which sensitive personal identifiable information in its care may have been compromised. According to the breach notice, Cetera recently became aware of suspicious activity involving an employee’s email account.1 As a result, Cetera launched an investigation to determine the nature of the incident.
Through its investigation, Cetera confirmed that sensitive personal information in its network may have been accessed by an unauthorized third party between July 7, 2025, and August 21, 2025. As a result, Cetera began a review of the data to determine what information had been impacted as well as identify the specific individuals affected. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Driver’s license number
- Financial account information
On March 25, 2026, Cetera began mailing data breach notification letters to impacted individuals. Based on the breach notice sent to New Hampshire residents, Cetera is providing affected individuals with [a list of the specific types of sensitive information impacted and complimentary credit monitoring services. A link to the form breach notification letters that Cetera filed with the Attorney General of New Hampshire is below.
If you received a breach notification letter from Cetera Financial Group:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
