Megan Polizzi
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Megan Polizzi? 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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Avantax Investment Services IncAug 2025 to now
- Cetera Advisors LLCAug 2025 to now
- Cetera Financial Specialists LLCAug 2025 to now
- Cetera Investment Services LLCAug 2025 to now
- Cetera Wealth Services, LLCAug 2025 to now
- Cuso Financial Services, LPAug 2021 to Aug 2025
- Loma Portal ElementaryJun 2019 to Jun 2021
- Independent Financial Group, LLCAug 2017 to Dec 2017
- Stay At Home ParentJan 2016 to Aug 2021
- UemployedJan 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5045522
- Firm CRD
- 105644