Mark
Indelicato
Cetera Investment Advisers LLC
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About this Advisor
Mark Indelicato is a personal financial specialist based out of Saint Louis, Missouri who has 18 years of industry experience. Indelicato is an employee of Cetera Investment Advisers LLC. Throughout their career, they have worked at Cetera Investment Advisers LLC, The Indelicato Investment Group, LLC, Cetera Financial Specialists LLC and Mark S. Indelicato, Cpa, LLC. Indelicato holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It has $33 billion in assets among its 176,986 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a broad assortment 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. Financial management fee schedules usually depend on which services are provided. However, fees charged by Cetera Investment Advisers LLC can consist 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
Mark Indelicato Work History
Mark has been registered as a financial advisor for 18 years.*
The Indelicato Investment Group, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Mark S. Indelicato, Cpa, LLC
*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 Mark Indelicato 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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