Dean Matthew Aita
Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Dean Matthew Aita? Claim your profile
Contact this firm
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
29 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Ccr Wealth ManagementDec 2021 to now
- Cetera Advisors LLCDec 2021 to now
- Aita Financial Group, Inc.Oct 2010 to Dec 2021
- Royal Alliance Associates, Inc.Jan 1997 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2210394
- Firm CRD
- 105644