Troy Stefano Defilippis
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Ts LPJun 2024 to now
- Cetera Investment Advisers LLCJun 2019 to now
- Defilippis Financial GroupJan 2019 to now
- Cetera Financial Specialists LLCJun 2018 to now
- Porsche for Less.comNov 2019 to Jul 2026
- StudentMay 2008 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 6965702
- Firm CRD
- 105644