Marc
Canovali

Cetera Advisors LLC

CRD#2435000
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Marc Canovali is a chartered financial consultant who works out of Pittsburgh, Pennsylvania with a total of 1 year of relevant experience. Canovali is an advisor for Cetera Advisors LLC. Throughout their career, Canovali has worked at Cck Group, LLC, Cetera Advisors, The Advisor Group, Invest Financial Corporation, Lpl Financial LLC and Private Advisor Group, LLC. Canovali maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania 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 advisors. It oversees $21 billion in assets under management across its 90,646 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 294 charities and foundations. Of its 90,646 client accounts, 26% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cetera Advisors LLC has a number 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 advisory fees usually depend on the financial services. However, fees charged by Cetera Advisors LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

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

3000 Mcknight East Drive, Suite 202
Pittsburgh, PA 15237

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

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

1,047

PA Average: 28
Total Number of Accounts

90,646

PA Average: 1,101
Average Account Size

$234,185

PA Average: $2,134,119

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

Marc Canovali Work History

Marc has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cetera Advisors

2010 - Present (14 years)

Cck Group, LLC

2010 - Present (14 years)

The Advisor Group

2015 - 2022 (7 years)

Lpl Financial LLC

2015 - 2022 (7 years)

Private Advisor Group, LLC

2009 - 2015 (6 years)

Invest Financial 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.

Disclosures

Please visit the SEC profile of Marc Canovali 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

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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 profile-compliance@smartasset.com.

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