Dean Adam Mioli
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Dean Adam Mioli? Claim your profile
Contact this firm
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
18 years in the industry.
- Cetera Investment Advisers LLCDec 2024 to now
- Cetera Investment Services LLCDec 2024 to now
- Citadel Federal Credit UnionJan 2024 to now
- Cuso Financial Services, LPJan 2024 to Dec 2024
- UnemployedDec 2023 to Jan 2024
- Sei Investment Management CoJun 2007 to Nov 2023
- Sei Investments Distribution Co.Apr 2007 to Nov 2023
- Sei InvestmentsOct 2006 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4562129
- Firm CRD
- 105644