Christine Lisa Dellacato

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 09/2019
  Summit Brokerage Services
  La Mesa, CA
• 07/2013 → 05/2021
  Summit Financial Group Inc
  La Mesa, CA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Summit Financial Networks
  El Segundo, CA
• 06/2026 → Present
  Iron Blue, Llc
  El Cajon , CA

Previous Registrations

• 2013-07-25 → 2021-05-20
  Summit Financial Group Inc
  La Mesa, CA
• 1997-12-31 → 2013-08-21
  Lpl Financial Llc
  La Mesa, CA

Other Businesses

(1) TRUST FOR MINOR BENEFICIARIES; SINCE 12/21/2015; SAME ADDRESS AS BRANCH; TRUSTEE FOR MINOR BENEFICIARIES; Trustee for minor beneficiaries of a life insurance policy for my sister-in-law that names my nephews as beneficiaries should anything happen to my brother and sister-in-law; 0 HOURS SPENT ON ACTIVITY/ MONTH (2) FAMILY TRUST; SINCE 12/01/2006; 70 CALI DRIVE, SHELTON, CT, 06484; PARENTS; No Duties. I am the successor Trustee in the event that both my parents pass. I have no responsibilities in their trust assets; 0 HOURS SPENT ON ACTIVITY/ MONTH (3) EAST COUNTY FAMILY Y; SINCE 01/01/2006; 8888 DALLAS STREET, LA MESA, CA, 91942; BOARD OF MANAGEMENT MEMBER; Monthly Meetings to review the activity of the three facilities that comprise the East County Family Y; 4 HOURS SPENT ON ACTIVITY/MONTH (4) CHRIS DELLACATO, INC; SINCE 08/12/1997; 8356 ALLISON AVE, SUITE C, LA MESA, CA, 91942; OWNER/PRESIDENT; I use this corporation for tax purposes only. My duties involved are only to maintain the corporation under the guidelines of the IRS for tax filing purposes. I get paid for my brokerage services through Summit and then place that monies into corporation for tax purposes. I then pay myself a monthly income from that corporation; 4 HOURS SPENT ON ACTIVITY/ MONTH (5) NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS ; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/25/2013; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (6) NAME OF OTHER BUSINESS: IRON BLUE, LLC INVESTMENT RELATED: NO ADDRESS: 11312 LORENA LANE, EL CAJON CA 92020; NATURE OF BUSINESS: LLC START DATE: 6/1/2026 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSET PROTECTION

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-24
• S63 Uniform Securities Agent State Law Examination
  1989-06-27