John Anthony Desalva
Investment adviser representative at Cetera Investment Advisers LLC
35 yearsExperience
2 statesRegistered 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
35 years in the industry.
- Aim High Holdings LLCJan 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Georgetown Financial Group, LLCAug 1996 to now
- Planned Benefits, IncNov 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 2279704
- Firm CRD
- 105644