Anthony
Marotto

Cetera Investment Advisers LLC

CRD#4651057
Investment Advisor
in Westbury, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anthony Marotto is a chartered financial consultant working out of Westbury, New York who has 2 years of relevant experience. Marotto works at Cetera Investment Advisers LLC. Throughout their career, Marotto has worked at Northwestern Mutual Investment Services Inc, Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Marotto has a Series 63 license, which qualifies them as a securities agent, and is approved to operate in New York. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It manages $33 billion in assets among its 176,986 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. The business provides 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 largely vary depending on which service is offered. However, fee types billed by Cetera Investment Advisers LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 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

Office Location

1400 Old Country Rd Ste 408
Westbury, NY 11590

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY 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

Anthony Marotto Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cetera Investment Services LLC

2021 - Present (3 years)

Cetera Investment Advisers LLC

2016 - 2021 (5 years)

Northwestern Mutual Wealth Management Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2003 - 2021 (18 years)

Northwestern Mutual Investment Services Inc

2003 - 2021 (18 years)

Northwestern Mutual Life Insurance Co

*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 Anthony Marotto 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

Ricardo Sanchez
Fort Lauderdale, FL
Kory Doty
Effingham, IL
Erin Mcclain
Philadelphia, PA
Stuart Wilson
Athens, AL
Kevin Delvalle
Jacksonville, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started