Cetera Advisor Networks LLC

Investment Advisor
in Olean, NY

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About this Advisor

Stephanie Aloi is a financial advisor operating out of Olean, New York with 2 years of relevant experience. Aloi currently works for Cetera Advisor Networks LLC. During their career, Aloi has held roles at Target Corporation, Howden North America, Fox Financial, Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Fox Holdings, Inc Dba H&R Block And Fox Financial Services, Cetera Advisor Networks and Austin Locksmithing & Security. Aloi maintains a Series 63 license, certifying them as a securities broker, and can advise clients in New York. Cetera Advisor Networks LLC is a financial advisory firm that has its headquarters in El Segundo, CA. The company has offices in 889 locations and a total of 2,881 employees. It handles $47 billion in total assets across its 192,956 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 664 charities and foundations. Of its 192,956 customer accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Cetera Advisor Networks LLC offers a broad set 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. Fees charged by financial advisors usually vary depending on the type of financial services offered. However, fee types billed by Cetera Advisor Networks LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

487 N Union St
Olean, NY 14760

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management


NY Average: $7,578,581,321
Total Number of Employees


NY Average: 43
Total Number of Accounts


NY Average: 3,727
Average Account Size


NY Average: $2,033,427

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

Stephanie Aloi Work History

Stephanie has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Cetera Advisor Networks

2017 - Present (7 years)

Fox Financial

2017 - Present (7 years)

Fox Holdings, Inc Dba H&R Block And Fox Financial Services

2018 - 2020 (2 years)

Avantax Insurance Agency, LLC

2017 - 2020 (3 years)

Avantax Investment Services, Inc

2017 - 2020 (3 years)

Avantax Advisory Services

2017 - 2020 (3 years)

Austin Locksmithing & Security

2013 - 2017 (4 years)

Howden North America

2011 - 2013 (2 years)

Target Corporation

*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 Stephanie Aloi 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 Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

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

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