Brian Keith Scaletta
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
23 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Brian ScalettaJul 2023 to now
- Scaletta Financial, LLCSep 2018 to now
- Avantax Advisory ServicesAug 2023 to Sep 2025
- Avantax Insurance Agency, LLCAug 2023 to Sep 2025
- Avantax Investment Services Inc.Aug 2023 to Sep 2025
- Scaletta Cpa & Associates, PcJan 2012 to Dec 2019
- Equity Services, Inc.Dec 2003 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4740462
- Firm CRD
- 105644