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Natalia Concetta Giampietro

Investment adviser representative at Cetera Investment Advisers LLC
11 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

11 years in the industry.

  1. Cetera Investment Advisers LLCAug 2026 to now
  2. Cetera Advisors LLCNov 2024 to now
  3. Pascarella Wealth Partners LLC and Pascarella Wealth PartnersOct 2024 to now
  4. UnemployedMay 2024 to Oct 2024
  5. Money At Work, LLCJul 2023 to May 2024
  6. Raymond James Financial Services, Inc.Jun 2023 to May 2024
  7. Capital CraftMay 2022 to Aug 2022
  8. True and AssociatesMay 2021 to Aug 2021
  9. Penn State UniversityAug 2019 to May 2023
  10. Whippany Chiropractic Life CenterAug 2018 to Aug 2019
  11. Destination JumpFeb 2017 to May 2017
  12. Whippany Park High SchoolSep 2015 to Jun 2019
  13. Bee Meadow Town PoolMay 2015 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

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
7774018
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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