Marc Anthony Canovali
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 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
16 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCMay 2022 to now
- Cck Group, LLCJan 2010 to now
- The Advisor GroupJan 2010 to now
- LPL Financial LLCJan 2015 to Apr 2022
- Private Advisor Group, LLCJan 2015 to Apr 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 2435000
- Firm CRD
- 105644