Cetera Advisors LLC
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About this Advisor
Bruce Mazo is a financial advisor based in Rhinebeck, New York with a total of 2 years of industry experience. Mazo is an employee of Cetera Advisors LLC. Throughout their career, Mazo has worked at Cetera Advisors LLC and Bright Futures Wealth Management. Mazo has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Texas. Cetera Advisors LLC is a company operating out of Englewood, CO. The firm has offices in 692 locations and a total of 1,047 employees. It manages $21 billion in assets under management across its 90,646 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 294 charities and foundations. Of its 90,646 accounts, 26% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cetera Advisors LLC performs a diverse array 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. Fees charged by financial advisors largely vary depending on the services. However, fees charged by Cetera Advisors LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Cetera Advisors LLC Brokerage Details
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
Bruce Mazo Work History
Bruce has been registered as a financial advisor for 2 years.*
Bright Futures Wealth Management
Cetera Advisors 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.
Please visit the SEC profile of Bruce Mazo 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 Advisors LLC
Boca Raton, FL
San Diego, CA
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
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