Evan
Cantalupo
Cetera Investment Advisers LLC
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About this Advisor
Evan Cantalupo is a financial advisor operating in San Diego, California who has 4 years of industry experience. Cantalupo works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Hollister Brewing Company, Omnia Night Club, First Investors Corporation, Parq Restaurant, Pasha Lounge, San Diego State University, Santa Barabara City College, Foresters Financial Services, Foresters Advisory Service, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Cantalupo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Cetera Investment Advisers LLC is an advisory firm that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It controls $33 billion in assets under management among its 176,986 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC provides a broad assortment of services, such as 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 fee schedules depend on which services the firm provides the client. However, fees charged by Cetera Investment Advisers LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Evan Cantalupo Work History
Evan has been registered as a financial advisor for 4 years.*
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Foresters Advisory Service
Foresters Financial Services
Omnia Night Club
First Investors Corporation
Parq Restaurant
Pasha Lounge
San Diego State University
Hollister Brewing Company
Santa Barabara City College
*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 Evan Cantalupo 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
Fort Lauderdale, FL
West Monroe, LA
Medford, OR
Oklahoma City, OK
Anaheim, CA
Effingham, IL
Athens, AL
Yonkers, NY
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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