Kolby
Abruzzino

Cetera Investment Advisers LLC

CRD#6690455
Investment Advisor
in Morgantown, WV

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About this Advisor

Kolby Abruzzino is a financial advisor based in Morgantown, West Virginia, working with Cetera Investment Advisers LLC. Kolby has previously held positions at Cetera Financial Specialists LLC, Abruzzino Wealth Management, Abruzzino Wealth Management Of Pleasants County, Best Buy, Inc, Glenville State College, West Virginia University, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, First United Bank & Trust, and Genesis Youth Crisis Center Inc. Kolby has passed the Series 66 regulatory exam and is registered to provide services in West Virginia. Currently, Kolby is part of Cetera Investment Advisers LLC, which operates out of Morgantown, West Virginia. 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

Series 66

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

Office Location

651 Suncrest Towne Centre Drive
Morgantown, WV 26505

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

WV Average: $6,674,516,078
Total Number of Employees

6,648

WV Average: 44
Total Number of Accounts

423,554

WV Average: 2,564
Average Account Size

$246,648

WV Average: $2,603,165

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

Kolby Abruzzino Work History

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2022 - Present (2 years)

First United Bank & Trust

2020 - 2022 (2 years)

Genesis Youth Crisis Center Inc

2019 - 2020 (1 year)

Cetera Fnancial Specialists LLC

2019 - 2020 (1 year)

Cetera Investment Advisers LLC

2018 - 2020 (2 years)

Abruzzino Wealth Management Of Pleasants County

2016 - 2019 (3 years)

Cetera Financial Specialists LLC

2016 - 2018 (2 years)

Best Buy, Inc

2015 - 2020 (5 years)

Abruzzino Wealth Management

2015 - 2018 (3 years)

West Virginia University

2014 - 2015 (1 year)

Glenville State College

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Disclosures

Please visit the SEC profile of Kolby Abruzzino 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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