Justin
Giuliano

Cetera Investment Advisers LLC

CRD#5961666
Investment Advisor
in Westborough, MA

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About this Advisor

Justin Giuliano is a financial advisor based in Westborough, Massachusetts, working with Cetera Investment Advisers LLC. Justin has previously held positions at Ing Financial Adviser, LLC, Ing, Voya Financial Partners, Voya Financial, Finivi Inc, Triad Advisors, Cetera Advisors LLC, Ccr Wealth Management, and Cetera Investment Advisers LLC. Justin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Justin is part of Cetera Investment Advisers LLC, which operates out of Westborough, Massachusetts. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

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

1800 West Park Dr Ste 150
Westborough, MA 01581

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

MA Average: 44
Total Number of Accounts

423,554

MA Average: 2,564
Average Account Size

$246,648

MA 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

Justin Giuliano Work History

2024 - Present (0 year)

Cetera Investment Advisers LLC

2022 - Present (2 years)

Cetera Advisors LLC

2022 - Present (2 years)

Ccr Wealth Management

2019 - 2020 (1 year)

Finivi Inc

2019 - 2022 (3 years)

Triad Advisors

2015 - 2019 (4 years)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Partners

2014 - 2015 (1 year)

Voya Financial

2013 - 2014 (1 year)

Ing Financial Adviser, LLC

2013 - 2014 (1 year)

Ing

Disclosures

Please visit the SEC profile of Justin Giuliano 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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