Joseph John Depaola
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCJan 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Securities America AdvisorsSep 2021 to Jun 2024
- Securities America, Inc.Dec 2017 to Jun 2024
- Lincoln Financial Securities CorporationJun 2017 to Dec 2017
- UnemployedFeb 2017 to May 2017
- Hornor Townsend & Kent IncJun 2016 to Jan 2017
- Penn Mutual Life Insurance CoJul 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5811580
- Firm CRD
- 105644