James
Maugeri
Cetera Investment Advisers LLC
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About this Advisor
James Maugeri is a financial advisor based in Mt Pleasant, South Carolina, working with Cetera Investment Advisers LLC. James has previously held positions at Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, James P Maugeri, CFP®, Cpa, and Maugeri Wealth Management. James has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and South Carolina. Currently, James is part of Cetera Investment Advisers LLC, which operates out of Mt Pleasant, South Carolina. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
James Maugeri Work History
Maugeri Wealth Management
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
James P Maugeri, CFP®, Cpa
Disclosures
Please visit the SEC profile of James Maugeri 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 Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
