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Todd A. Marotta

Cetera Investment Advisers LLC

West Chester, PA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-07
  • PA RA
    APPROVED
    Since 2025-11-07

Branch Locations

1209 West Chester Pike Ste 101, West Chester, PA 19382 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Llc Pittsburgh PA 08/2013 07/2018
Mercer Global Advisors Inc. Radnor PA 08/2018 01/2019
Citizens Securities, Inc. Ft. Washington PA 04/2019 08/2020
Fidelity Investments King Of Prussia PA 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
Cetera Investment Services Llc St Cloud MN 11/2025 Present
Cetera Investment Advisers Llc West Chester PA 11/2025 Present
  • 08/2013 → 07/2018
    Pnc Investments Llc
    Pittsburgh, PA
  • 08/2018 → 01/2019
    Mercer Global Advisors Inc.
    Radnor, PA
  • 04/2019 → 08/2020
    Citizens Securities, Inc.
    Ft. Washington, PA
  • 09/2020 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 11/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 11/2025 → Present
    Cetera Investment Advisers Llc
    West Chester, PA
Previous Registrations
  • 2025-03-31 → 2025-07-03
    Strategic Advisers Llc
    Boston, MA
    Yardley, PA
    Warrington, PA
  • 2020-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2019-04-09 → 2020-08-31
    Citizens Securities, Inc.
    Conshohocken, PA
    Deep River, CT
    Johnston, RI
  • 2018-08-08 → 2019-02-01
    Mercer Global Advisors Inc.
    Radnor, PA
  • 2013-08-21 → 2018-07-31
    Pnc Wealth Management Llc
    Wilmington, DE
  • 2009-09-18 → 2013-08-13
    Td Ameritrade, Inc.
    Marlton, NJ
    Philadelphia, PA
    Radnor, PA
  • 2009-09-16 → 2013-08-13
    Td Ameritrade Investment Management, Llc
    Marlton, NJ
    Philadelphia, PA
    Radnor, PA
  • 2003-11-25 → 2009-09-09
    Ameriprise Financial Services, Llc
    Pittsburgh, PA
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-19
S63 Uniform Securities Agent State Law Examination 1997-10-17
  • S66 Uniform Combined State Law Examination
    2003-11-19
  • S63 Uniform Securities Agent State Law Examination
    1997-10-17
Designations
Other Names
  • Todd A Marotta

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
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