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Conor Mark D'ambrosio

Investment adviser representative at Cetera Investment Advisers LLC
12 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

12 years in the industry.

  1. Cetera Investment Advisers LLCAug 2026 to now
  2. Regions BankAug 2026 to now
  3. Cetera Investment Services LLCJul 2026 to now
  4. Spark/instacartApr 2026 to Jul 2026
  5. Regions BankMar 2022 to Jul 2026
  6. Mariner FinanceMar 2018 to Mar 2022
  7. Osceola BistroJan 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8311592
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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