Gerald Paul Dagostino

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

• 04/1995 → Present
  Gerald P. Dagostino,Cpa
  Williamsburg, VA
• 07/2000 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2009 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2014 → Present
  Mosiac Wealth Advisors Llc
  Williamsburg, VA

Other Businesses

1)PREPAID LEGAL - NOT INVESTMENT RELATED - SALE OF PREPAID LEGAL AND IDENTITY THEFT SHIELD - INDEPENDENT REPRESENTATIVE - START DATE: 1/24/06 - SALES OF PREPAID LEGAL & IDENTITY THEFT SHEIL PROTECTION - 2 HR WORK WEEK; 2) GERALD P. DAGOSTINO, CPA, NOT INV REL, CPA FIRM, TAX PREP, FINANCIAL STATEMENTS, BOOKKEEPING, OWNER, SINCE 04/1995, 40 H/WK; 3) COLONIAL VOLUNTARY BENEFITS/THE PAUL REVERE LIFE INS CO; NOT INV REL; COLUMBIA, SC; SALE OF EMPLOYEE BENEFITS TO BUSINESSES; BROKER; START DATE 2/1/12; 2 HRS/MTH DURING SECURITIES TRADING HRS: 4)MOSAIC WEALTH ADVISORS, LLC; INV RELATED; SAME AS REGISTERED ADDRESS; DBA NAME FOR INVESTMENT PRACTICE ; SINCE 09/11/2014; 20 HRS/WEEK DURING TRADING HOURS; PRESIDENT AND CEO

Exams

• S66 Uniform Combined State Law Examination
  2010-08-30
• S63 Uniform Securities Agent State Law Examination
  2000-07-31

Designations

• Certified Financial Planner

Other Names

• Jerry Dagostino