Brett
Dalessandro

Cetera Investment Advisers LLC

CRD#5662945
Investment Advisor
in Covington, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brett Dalessandro is a financial advisor working out of Covington, Louisiana with a total of 5 years of industry experience. Dalessandro works at Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Infinex Investments, Inc, Capital One Advisors LLC, Capital One Investing, LLC, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services. Dalessandro holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Cetera Investment Advisers LLC is a financial advisory business operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management across its 176,986 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets. The company performs a broad array 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Cetera Investment Advisers LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

100 Lake Dr
Covington, LA 70433

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

LA Average: 44
Total Number of Accounts

176,986

LA Average: 2,564
Average Account Size

$188,469

LA 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

Brett Dalessandro Work History

Brett has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Regions Bank

2018 - Present (6 years)

Cetera Investment Advisers LLC

2018 - Present (6 years)

Cetera Investment Services

2016 - 2018 (2 years)

Capital One Advisors LLC

2016 - 2018 (2 years)

Capital One Investing, LLC

2015 - 2016 (1 year)

Infinex Investments, Inc

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2009 - 2015 (6 years)

Jp Morgan Chase Bank Na

*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 Brett Dalessandro 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

Eric Siegeltuch
Yonkers, NY
Larry Ellis
Edmond, OK
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Christopher Debeikes
Medford, OR
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started