Stephen Berlamino

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

• 05/1994 → Present
  Stephen Berlamino
  Paramus, NJ
• 10/2005 → Present
  Genworth Financial Securities Corporation
  Schaumburg, IL

Other Businesses

1)CPA FIRM-ACCOUNTING; NOT INV REL; TAX SERVICES, ACCOUNTING SERVICES; OWNER - PRES. SINCE 5/95; ACCOUNTING; 70 HR/WK; YES/NONE: 2)106 E RIDGEWOOD AVE PARAMUS, NJ 07652; CPA; 60 HRS/WK:

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-27
• S63 Uniform Securities Agent State Law Examination
  2004-05-21