Louis Joseph Proto
Investment adviser representative at Cetera Investment Advisers LLC
30 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
30 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Ldl Holdings LLCDec 2022 to now
- Cetera Wealth Services, LLCOct 2021 to now
- Proto Family HoldingsNov 2018 to now
- Luigi's PaneSep 2018 to now
- Proto Financial GroupJan 2010 to now
- Proto & Loskey, LLC-cpaJan 2006 to now
- E&l Holdings LLCNov 2005 to now
- Solar Town and Country ApartmentsNov 2004 to now
- Congress Street Apartments LLCJan 2004 to now
- Rose Apartments LLCApr 2002 to now
- Edinboro Country Square ApartmentsSep 1996 to now
- Avantax Investment Services, Inc.Sep 1998 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
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
- 3129734
- Firm CRD
- 105644