Theodore
Calabrese
Cetera Advisors LLC
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About this Advisor
Theodore Calabrese is a chartered financial consultant who works in Lakewood, Ohio who has 11 years of relevant experience. Calabrese currently works for Cetera Advisors LLC. They have spent their complete career at Cetera Advisors Llc. Calabrese has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Ohio. Cetera Advisors LLC is an advisory firm based in Englewood, CO. The firm has offices in 692 locations and a total of 1,047 people on staff. It controls $21 billion in total assets among its 90,646 accounts, placing it among the largest firms in the country by assets under management. The firm advises 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth individuals who have greater than $1 million in assets. Cetera Advisors LLC performs a wide 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. Financial management fees largely are based on the financial services offered. Fees billed by Cetera Advisors LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
Theodore Calabrese Work History
Theodore has been registered as a financial advisor for 11 years.*
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.
Disclosures
Please visit the SEC profile of Theodore Calabrese 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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