Frank Paul Zocco
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Frank the 401k GuyAug 2023 to now
- Smart 401(k) StrategiesAug 2023 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Jacobs Financial PartnersFeb 2018 to now
- Voya Financial Advisors, Inc.Feb 2018 to Jun 2021
- Cambridge Investment Reseach, Inc.May 2015 to Feb 2018
- Cambridge Investment Research Advisors, Inc.May 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2598100
- Firm CRD
- 105644