John Louis Dimarzio

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

• 01/2000 → 07/2021
  Robert S. Strobel Insurance
  Willow Grove, PA
• 12/2002 → 02/2025
  Concourse Financial Group Securities Inc
  Huntingdon Valley, PA
• 01/2003 → Present
  (Dba) 3 Mark Associates
  Huntingdon Valley, PA
• 01/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Huntingdon Valley, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Huntingdon, PA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Newton, PA
  Huntingdon, PA
  Birmingham, AL
• 2002-06-14 → 2002-12-31
  National Planning Corporation
  Jenkintown, PA

Other Businesses

(dba) 3 MARK ASSOCIATES; Investment Related; Residence; Huntingdon Valley, PA 19006; Insurance and Financial Services; Agent; Start Date 01/2003; 160 hours per month; Sales and service of insurance and investment products. >> DIMARZIO FINANCIAL, LLC; Investment Related; Residence; Huntingdon Valley, PA 19006; Insurance; Representative; Start Date 01/2000; 1 hour per month; Solicit and sell anniuity insurance products. >> WYNCOTE ACADEMY; Non-Investment Related; 7613 Old York Rd, Elkins Park, PA 19027; Board member; Start Date 04/2018; 2 hours per month; Assist in decision making for the betterment and maintenance of the school as well as bringing awareness to the educational facility. Could potentially be involved in the selection of a new site for the educational institution. >> SATANOFF AGENCY; Non-Investment Related; 939 Radnor Road, Wayne, PA 19807; Insurance; P&C Agent; Start Date 07/2021; 4 hours per month with those 4 hours occurring during trading hours; Property & Casualty insurance product sales and service. >> WILLOW CHARITABLE FUND; Non-Investment Related; Montgomeryville, PA; Charity; Board Member - President; Start Date 01/2020; 1 hour per month with no hours per month during trading hours; Run monthly board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-05
• S63 Uniform Securities Agent State Law Examination
  1997-04-08

Other Names

• John Louis Demarzio