Joseph A Cerreta
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
15 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2024 to now
- Raymond James & AssociatesMar 2024 to now
- Raymond James Financial ServicesMar 2024 to now
- Charles Schwab & Co., Inc.May 2020 to Jan 2024
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncMar 2011 to May 2020
- USAA Financial Planning ServicesMar 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5293023
- Firm CRD
- 149018