Marc Joseph Servodio
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Marc Joseph Servodio? 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
21 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Vita Advisors, LLCNov 2021 to now
- Cetera Advisors LLCJan 2013 to now
- Prosperity Advisors, LLC & dba - Ss&g Wealth ManagementJul 2018 to Jan 2022
- Springside Partners LLCApr 2016 to Oct 2018
- Ss&g Wealth Management LLCDec 2005 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 5472876
- Firm CRD
- 105644