Joseph Robert Bonfiglio
Investment adviser representative at Cetera Investment Advisers LLC
34 yearsExperience
2 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
34 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Joe BonfiglioJan 2000 to now
- Joe Bonfiglio, CfpSep 1993 to now
- Fairleigh Dickinson UniversityMar 2007 to Jan 2020
- Avantax Insurance Agency, LLCSep 1997 to Sep 2025
- Avantax Advisory ServicesMar 1995 to Sep 2025
- Avantax Investment Services, Inc.Jun 1992 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2250944
- Firm CRD
- 105644