Christopher Marc Callero
Investment adviser representative at Cetera Investment Advisers LLC
35 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
35 years in the industry.
- Cmc Financial Wealth Planners Llc/ dba Cmc FinancialFeb 2026 to now
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Financial Specialists LLCOct 2025 to now
- Callero Capital ManagementJan 1992 to now
- Unemployed/selfJun 1991 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2025
- Fortis Investors, Inc.Mar 1992 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
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
- 2221593
- Firm CRD
- 105644