Lucas Grant Colantoni
Investment adviser representative at Cetera Investment Advisers LLC
9 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
9 years in the industry.
- Cetera Investment Advisers LLCJun 2024 to now
- Cetera Advisors LLCJun 2024 to now
- Wealth Health LLCJun 2024 to now
- Pruco Securities LLCMar 2024 to Jun 2024
- The Prudential Insurance Company of AmericaMar 2024 to Jun 2024
- Dakota Wealth, LLCMay 2022 to Feb 2024
- Fidelity InvestmentsSep 2021 to May 2022
- Charles Schwab & Co., Inc.Jul 2019 to Aug 2021
- University of AkronMay 2017 to Jan 2019
- VectorMay 2016 to May 2019
- The University of AkronSep 2015 to May 2019
- Univerity of AkronAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6970863
- Firm CRD
- 105644