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Virginia Capicchioni

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.

  1. Florham Park Sports DomeOct 2024 to now
  2. USA LacrosseMar 2023 to now
  3. Cetera Advisors LLCSep 2022 to now
  4. Cetera Investment Advisers LLCNov 2020 to now
  5. Lifelong Investments LLCJun 2020 to now
  6. Gladiator Lacrosse, LLCMar 2016 to now
  7. First Allied Advisory Services, Inc.Jun 2020 to Nov 2020
  8. First Allied Securities, Inc.Nov 2019 to Sep 2022
  9. Centercourt Sports CorporationSep 2018 to Jul 2024
  10. University of MichiganJul 2017 to Aug 2018
  11. University of LousivilleAug 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

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
7205215
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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