Brandon Pergola
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Mr. Collectors LLCFeb 2026 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- First Allied Securities, Inc.Jun 2019 to Sep 2022
- First Allied Advisory Services, Inc.Jun 2019 to Nov 2020
- Ep Wealth ManagementJun 2018 to Aug 2020
- Guardian Life Insurance Co of AmericaApr 2018 to May 2018
- Park Avenue SecuritiesApr 2018 to May 2018
- Guardian Life InsurnaceJan 2017 to Mar 2018
- Park Avenue SecuritiesJan 2017 to Mar 2018
- Park Avenue SecuritiesAug 2016 to Dec 2016
- Guardian Life InsApr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6328460
- Firm CRD
- 105644