Joseph Dipasquale
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Medicare SalesMay 2022 to now
- Retire Safety First LLCSep 2021 to now
- Avantax Advisory ServicesDec 2023 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesDec 2023 to Sep 2025
- Avantax Insurance Agency, LLCDec 2023 to Sep 2025
- Avantax Investment Services Inc.Dec 2023 to Sep 2025
- Crown Capital Securities, L.P.Jul 2021 to Dec 2023
- Southport CompassNov 2020 to Dec 2023
- UnemployedMar 2020 to Oct 2020
- Symetra Life Insurance Co., Inc.May 2016 to Feb 2020
- Symetra Securities Inc.May 2016 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
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
- 4527797
- Firm CRD
- 105644