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John Cristello

Investment adviser representative at Cetera Investment Advisers LLC
10 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

10 years in the industry.

  1. Cetera Investment Advisers LLCJun 2023 to now
  2. Cetera Financial Specialists LLCJun 2023 to now
  3. UnemployedMar 2023 to May 2023
  4. Voya Investment Management Co. LLCJan 2019 to Feb 2023
  5. Voya Investments Distributor, LLCJan 2019 to Feb 2023
  6. JP Morgan Chase Bank, N.A.Apr 2018 to Dec 2018
  7. JP Morgan Securities, LLCApr 2018 to Dec 2018
  8. Bank of America, N.A.Jun 2017 to Mar 2018
  9. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Mar 2018
  10. Rational FundsApr 2017 to Jun 2017
  11. Alt Fund Distributors LLCFeb 2017 to Jun 2017
  12. Patrick Capital MarketsMar 2016 to Jan 2017
  13. Piedmont Capital DistributorsMar 2016 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015
  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
2738625
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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