Drew
Catanese
Cetera Investment Advisers LLC
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About this Advisor
Drew Catanese is a financial advisor operating out of Tampa, Florida, who has 1 year of relevant experience. Catanese is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Hammond School, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, King'S Grant Swim Team, Sons Of Italy Festival, Msi Financial Services Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Catanese has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Texas. Cetera Investment Advisers LLC is an advisory firm based in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 advisors. It has $33 billion in total assets between its 176,986 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a wide set 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Cetera Investment Advisers LLC can be comprised of any 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
Drew Catanese Work History
Drew has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Msi Financial Services Inc
Mml Investors Services, LLC
Massmutual Life Insurance Co
King'S Grant Swim Team
Sons Of Italy Festival
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Hammond School
*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 Drew Catanese 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
New York, NY
Evans, GA
Anaheim, CA
Athens, AL
West Monroe, LA
Knoxville, TN
Pittsburgh, PA
Irvine, CA
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.
