Halle Macerelli
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.
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Advisors LLCFeb 2023 to now
- Cetera Financial Specialists LLCFeb 2023 to now
- Cetera Investment Services LLCFeb 2023 to now
- Cetera Wealth Services, LLCFeb 2023 to now
- Bank of America, N.A.Jun 2021 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Feb 2023
- Wells Fargo Clearing Services, LLCJul 2019 to Apr 2021
- Private Client ServicesAug 2018 to Jul 2019
- Fragasso Financial AdvisorsJun 2017 to Jul 2019
- LPL Financial LLCJun 2017 to Aug 2018
- BNY MellonJan 2017 to May 2017
- BNY MellonJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6813118
- Firm CRD
- 105644