Andrew
Costanzo

Cetera Advisors LLC

CRD#54857
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Andrew Costanzo is an advisor in Pittsburgh, Pennsylvania. Currently a registered advisor at Cetera Advisors LLC, they have accumulated a notable 42 years of practice in the financial advisory industry. Costanzo holds a Series 63 license, which qualifies them as a securities representative. Costanzo is able to work with investors in Pennsylvania and Texas. Throughout their career, they have worked at Cetera Advisors LLC and Multi-Financial Securities Corporation. Cetera Advisors LLC is based out of Pittsburgh, Pennsylvania, and operates out of 816 other brick-and-mortar locations across the country. In aggregate, Cetera Advisors LLC manages $14 billion in assets across 61,274 accounts and retains more than 1,163 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 50,403 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cetera Advisors LLC offers 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

42 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

Disclosures

Yes

Office Location

300 Penn Center Blvd Ste 740
Pittsburgh, PA 15235

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

PA Average: $2,349,664,866
Total Number of Employees

1,066

PA Average: 28
Total Number of Accounts

58,523

PA Average: 1,101
Average Account Size

$209,256

PA Average: $2,134,119

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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

Andrew Costanzo Work History

Andrew has 42 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2004 - 2012 (8 years)

Multi-Financial Securities Corporation

Disclosures

Andrew Costanzo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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