James
Maugeri
Cetera Investment Advisers LLC
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About this Advisor
James Maugeri is a certified financial planner who works in Mt Pleasant, South Carolina with 7 years of relevant experience. Maugeri works at Cetera Investment Advisers LLC. Over the course of their career, Maugeri has held roles at Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, James P Maugeri, CFP®, Cpa, Maugeri Wealth Management and Maugeri And Norman, Financial Consultants. Maugeri has a Series 63 license, certifying them as a securities agent, and can advise clients in Pennsylvania and South Carolina. Cetera Investment Advisers LLC is a registered investment business that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It has $33 billion in total assets among its 176,986 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. Cetera Investment Advisers LLC provides a wide array of services, including 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 fee schedules usually vary depending on which service is provided. Fee types charged by Cetera Investment Advisers LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
James has been registered as a financial advisor for 7 years.*
Maugeri Wealth Management
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
James P Maugeri, CFP®, Cpa
Maugeri And Norman, Financial Consultants
*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 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
Fort Lauderdale, FL
Effingham, IL
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Yonkers, NY
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Pittsburgh, PA
Freehold, NJ
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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.
