Mark
Petracca
Cetera Investment Advisers LLC
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About this Advisor
Mark Petracca is a financial advisor based in Fairfield, New Jersey, working with Cetera Investment Advisers LLC. Mark has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, American Income Life Insurance Company, Artech Information Systems LLC, Integrated Document Technologies Inc, United Parcel Service, Chelseas Restaurant & Pub, The Home Depot, Bank Of America, N.A, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Services, Inc, Nisivoccia, Llp, Hjp Financial Group, Cetera Advisors LLC, and Cetera Investment Advisers LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Mark is part of Cetera Investment Advisers LLC, which operates out of Fairfield, New Jersey. 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
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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 Petracca Work History
Hjp Financial Group
Cetera Advisors LLC
Cetera Investment Advisers LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Services, Inc
Nisivoccia, Llp
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
American Income Life Imsurance Company
Bank Of America, N.A
United Parcel Service
Chelseas Restaurant & Pub
The Home Depot
Artech Informations Systems LLC
Integrated Document Technologies Inc
Disclosures
Please visit the SEC profile of Mark Petracca 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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
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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