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Mario Vincent Sicari

Investment adviser representative at Cetera Investment Advisers LLC
44 yearsExperience
3 statesRegistered in
ChFC®Designation
$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

44 years in the industry.

  1. Bgs Assurance LLCNov 2009 to now
  2. Alpine Mortgage Service LLCOct 2008 to now
  3. Cetera Investment Advisers LLCOct 2005 to now
  4. Cetera Financial Specialists LLCOct 2005 to now
  5. Bgs Capital Management, LLC.Nov 2004 to now
  6. American School of BusinessFeb 2002 to now
  7. M&m Associates, LLCNov 2009 to Jan 2025
  8. Sicari ManagementSep 1982 to Jan 2019

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 3 states (FL, 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
2365508
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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