John Ariola
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Bearingstone Wealth, Inc.Jan 2025 to now
- UnitedhealthcareMar 2023 to now
- Progressive Planning Services, Inc.Dec 2017 to now
- Bennett A. Gagliano, Inc.May 2013 to now
- G&c Pension Services, LLCJul 2011 to now
- Avantax Advisory ServicesMay 2024 to Sep 2025
- Avantax Insurance Agency, LLCMay 2024 to Sep 2025
- Avantax Investment Services Inc.May 2024 to Sep 2025
- Lincoln Financial Advisors CorporationDec 2017 to Feb 2024
- Sii Investments, Inc.Jan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143300
- Firm CRD
- 105644