Mary Ann Bolt
Investment adviser representative at Cetera Investment Advisers LLC
35 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
35 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Penn State UniversitySep 2016 to now
- Bolt Tax & Financial LLCJan 1991 to now
- Blair Township Sewer and Water AuthorityJan 2018 to Oct 2023
- Avantax Advisory ServicesJul 2017 to Sep 2025
- Avantax Insurance Agency, LLCMar 2017 to Sep 2025
- Avantax Investment Services, Inc.Jan 2015 to Sep 2025
- Hollidaysburg AmbulanceMay 2011 to Nov 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
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
- 4055366
- Firm CRD
- 105644