Joseph Angelo Lunati
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Shoemaker FinancialMar 2026 to now
- Fouts & Morgan Cpas, P.C.Mar 2026 to May 2026
- UnemployedNov 2025 to Mar 2026
- Meyer LaboratoriesNov 2024 to Nov 2025
- Adecco StaffingAug 2020 to Nov 2024
- Interstate BatteriesDec 2018 to Aug 2020
- Fbrc8 LLCMar 2017 to Dec 2018
- CspireMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 8260477
- Firm CRD
- 105644