Curtis Colaianne
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 LLCJan 2026 to now
- Pakos Wealth ManagementNov 2025 to now
- Colaianne & Company Cpa, PllcJan 2025 to now
- Cnc AccountingAug 2023 to now
- Colaianne Rizzo & Associates LLCAug 2023 to now
- Ron Miller Cpa, PllcAug 2022 to now
- Kelly, Sparber, White & Associates, LLCOct 2018 to Aug 2022
- Boschini Miller & AssociatesOct 2016 to Oct 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8186259
- Firm CRD
- 105644