Curtis Edward Meono

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

• 01/2011 → 11/2019
  South University
  El Paso, TX
• 09/2013 → Present
  Vantage Financial Group, Inc.
  Pinckney, MI
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-09-03 → 2015-12-31
  Cetera Wealth Services, Llc
  Howell, MI
  Cleveland, OH
• 2013-04-11 → 2013-09-03
  Walnut Street Securities, Inc.
  Independence, OH
  Farmington Hills, MI
  Cleveland, OH
• 2011-04-18 → 2011-07-18
  Waddell & Reed
  El Paso, TX
  Tucson, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2013 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSISTANT;

Exams

• S66 Uniform Combined State Law Examination
  2020-03-04
• S63 Uniform Securities Agent State Law Examination
  2001-10-26