Alexis
Zuccaro
Cetera Investment Advisers LLC
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About this Advisor
Alexis Zuccaro is a financial advisor working in Grosse Pointe, Michigan with 3 years of relevant experience. Zuccaro works at Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Irish Beer Works, Rochester, First Allied Securites, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC and Cetera Investment Advisors. Zuccaro holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan and Texas. Cetera Investment Advisers LLC is an advisory business that has its headquarters in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 employees. It manages $33 billion in assets among its 176,986 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in investable assets. Cetera Investment Advisers LLC has a wide range 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. A financial advisor's fees largely depend on which services are provided. Fees billed by Cetera Investment Advisers LLC likely are comprised of some blend 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
Alexis Zuccaro Work History
Alexis has been registered as a financial advisor for 3 years.*
Cetera Advisors LLC
Sageview Advisory Group, LLC
Cetera Investment Advisors
Irish Beer Works, Rochester
First Allied Advisory Services, Inc
First Allied Advisory Services
First Allied Securites, Inc
*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 Alexis Zuccaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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