Kevin
Cordova Celleri
Deutsche Bank Securities Inc
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About this Advisor
Kevin Cordova Celleri is a financial advisor working in Jacksonville, Florida who has 1 year of industry experience. Cordova Celleri is an advisor for Deutsche Bank Securities Inc. The advisor has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Regions Bank, Rollins College, Wells Fargo Clearing Services, LLC and Deustche Bank Securities Inc. Cordova Celleri maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Deutsche Bank Securities Inc is a registered investment company operating out of New York, NY. The firm has a total of 1,585 employees. It handles $21 million in assets under management across its 15 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 15 client accounts, 47% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Deutsche Bank Securities Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial management fee schedules typically are based on which service is provided. However, fees charged by Deutsche Bank Securities Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Kevin Cordova Celleri Work History
Kevin has been registered as a financial advisor for 1 years.*
Deustche Bank Securities Inc
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Wells Fargo Clearing Services, LLC
Regions Bank
Rollins College
Rollins 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 Kevin Cordova Celleri 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 Deutsche Bank Securities Inc
New York, NY
Los Angeles, CA
New York, NY
Jacksonville, FL
Miami, FL
New York, NY
New York, NY
New York, 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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