Dean Eric Scalise

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

• 07/2003 → 04/2025
  Royal Alliance Associates, Inc.
  Erie, PA
• 04/2025 → Present
  Scalise Financial Advisors Inc
  Erie, PA
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers
  Schaumburg, IL

Previous Registrations

• 2005-04-11 → 2025-07-29
  Scalise Financial Advisors Inc.
  Erie, PA
• 2005-04-11 → 2005-12-31
  Scalise Financial Advisors Inc.
  Erie, PA

Other Businesses

1. NAME OF OTHER BUSINESS: Scalise Financial Advisors, inc. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: owner START DATE: 04/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR; 2. NAME OF OTHER BUSINESS: Scalise Financial Advisors, Inc. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: owner APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: provide financial services

Exams

• S66 Uniform Combined State Law Examination
  2005-04-07
• S63 Uniform Securities Agent State Law Examination
  2003-10-23

Designations

• Certified Financial Planner