David Amato
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you David Amato? 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
10 years in the industry.
- Cetera Investment Advisers LLCApr 2023 to now
- Cetera Investment Services LLCApr 2023 to now
- Kearny BankApr 2023 to now
- Prudential Insurance Company of AmericaJul 2021 to Apr 2023
- Pruco Securities, LLC.May 2021 to Apr 2023
- UnemployedJan 2021 to Apr 2021
- Oneteam FinancialJul 2019 to Dec 2020
- M Holdings SecuritiesFeb 2018 to Oct 2020
- Atlas Advisory Group LLCDec 2017 to Jun 2019
- PNC Investments LLCFeb 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent 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
- 6338058
- Firm CRD
- 105644