Cetera Advisor Networks LLC
About this Advisor
Jeremy Merlino is a certified financial planner based in Sparks, Nevada. Currently a registered advisor with Cetera Advisor Networks LLC, they have gathered 10 years of experience in the financial advisory industry. Merlino maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Merlino is able to serve investors based out of Nevada. Over the course of their career, they have held roles at Edward Jones, U.S. Bancorp Investments, Inc, American River Wealth Management, Cetera Advisor Networks and Crossfit Bangarang. Cetera Advisor Networks LLC is based out of Sparks, Nevada, and has 889 additional brick-and-mortar locations across the nation. As a registered investment firm, Cetera Advisor Networks LLC oversees $26 billion in assets dispersed across 85,917 accounts and employs more than 2,218 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 65,525 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Advisor Networks LLC can provide 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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 Advisor Networks LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Jeremy Merlino Work History
Jeremy has 10 years of experience.
American River Wealth Management
Cetera Advisor Networks
U.S. Bancorp Investments, Inc
Jeremy Merlino has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Advisor Networks LLC
White Plains, NY
San Diego, CA
El Segundo, CA