Sheila Marie Visco
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Jordan Wealth ManagementApr 2026 to now
- Calamar Financial Group, LLCJan 2025 to Apr 2026
- Calamar Financial Group, LLCFeb 2019 to Dec 2024
- C & M Capital Resources, Inc.Nov 2011 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6010673
- Firm CRD
- 105644