Gregory Calotta

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

• 01/1997 → 09/2025
  Bruno, Calotta & Associates Llp
  Fairfield, NJ
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2024 → Present
  Calotta Advisory Services Llc
  Randolph, NJ

Previous Registrations

• 2003-01-06 → 2005-10-24
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ

Other Businesses

1) NAME OF OTHER BUSINESS: CALOTTA ADVISORY SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: 6 CHAMBERS PL, RANDOLPH, NJ 07869; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TAX, & CONSULTING TO SMALL BUSINESSES & INDIVIDUALS;

Exams

• S66 Uniform Combined State Law Examination
  2002-11-01
• S63 Uniform Securities Agent State Law Examination
  1997-09-24

Other Names

• Gregory Calotta