Craig
Attanasio

Cetera Investment Advisers LLC

CRD#2136256
Investment Advisor
in Orange, CA

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About this Advisor

Craig Attanasio is a certified financial planner based out of Orange, California with 12 years of industry experience. Attanasio currently works for Cetera Investment Advisers LLC. Over the course of their career, Attanasio has held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Sound Financial Services and Ameriestate Legal Plan, Inc. Attanasio has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Cetera Investment Advisers LLC is an advisory firm operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 financial advisors. It administers $33 billion in assets across its 176,986 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 431 charities and foundations. Of its 176,986 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1224 E Katella Ave Ste 102
Orange, CA 92867

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

CA Average: $6,674,516,078
Total Number of Employees

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Craig Attanasio Work History

Craig has been registered as a financial advisor for 12 years.*

2015 - Present (9 years)

Ameriestate Legal Plan, Inc

2011 - Present (13 years)

Cetera Financial Specialists LLC

2011 - Present (13 years)

Cetera Investment Advisers LLC

2011 - Present (13 years)

Sound Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Craig Attanasio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Stuart Wilson
Athens, AL
Christopher Stauffer
Iowa Falls, IA
Erin Mcclain
Philadelphia, PA
Michael Nelson
Anaheim, CA
Peter Kalin
Morris Plains, NJ
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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