Fred Michael Lamarca

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

• 01/2005 → Present
  Potter & Lamarca Llp
  Staten Island, NY
• 08/2009 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Staten Island, NY
• 01/2023 → Present
  Cowen, Gunteski & Co, Pa Dba Cg Tax, Audit & Advisory
  Tinton Falls, NJ
• 11/2020 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Previous Registrations

• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Staten Island, NY
  Red Bank, NJ
  Staten Island, NY
• 2009-08-21 → 2012-07-02
  First Allied Securities, Inc.
  Staten Island, NY
  San Diego, CA
  Red Bank, NJ
  Staten Island, NY
• 2005-11-15 → 2009-11-18
  Premier Wealth Advisors, Llc
  Staten Island, NY

Other Businesses

1.)GUIDED PROFESSIONAL SOLUTIONS; PARTNER; DBA; START DATE:11/1/2009. 2.)POTTER & LAMARCA LLP; PARTNER; CERTIFIED PUBLIC ACCOUNTANT; START DATE:1/1/1989. 3.)FRED LA MARCA - INSURANCE AGENT; DIRECT OWNER; INSURANCE; START DATE:1/1/2008. 4.) PLC REALTY GROUP LLC; PARTNER; REAL ESTATE; START DATE 04/01/2001 5.) STATEN ISLAND CHAMBER OF COMMERCE AUDIT COMMITTEE; COMMITTEE MEMBER; NON-PROFIT ORGANIZATION; START DATE 1/1/2012; 4 HOURS PER MONTH. 6.) LAMARCA PROPERTIES LLC; MANAGING MEMBER; REAL ESTATE; START DATE 05/28/2010; 4 HOURS PER MONTH. 7.) BLOCK 7469 LLC; REAL ESTATE/RENTAL PROPERTY; START DATE: 04/30/2007; 4 HOURS A MONTH. 8.) FRANK A. VACCARO SPOUSAL TRUST; CO TRUSTEE; FIDUCIARY POSITION; START DATE: 11/27/2012; 4 HOURS PER MONTH. 9.) NAME OF OTHER BUSINESS: COWEN, GUNTESKI & CO, PA DBA CG TAX, AUDIT & ADVISORY, INVESTMENT RELATED: NO, ADDRESS: 730 HOPE ROAD, TINTON FALLS, NJ, 07724 NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: CPA, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: TAX RETURN PREPARATION AND ACCOUNTING SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  1999-10-19

Designations

• Certified Financial Planner