Carlo Nerko
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Okren Advisors, LLCDec 2020 to now
- Cetera Investment Advisers LLCNov 2010 to now
- Cetera Financial Specialists LLCApr 2010 to now
- Round of Applause, LLCJul 2021 to Jul 2026
- Carlo Nerko RepresentsJan 2019 to Jul 2026
- Endless Entertainment, IncJan 2019 to Dec 2019
- Okren, LLCJul 2018 to Feb 2021
- Nerko & Nerko, IncJan 2011 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5775063
- Firm CRD
- 105644