Ronald Louis La Serra

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

• 02/2013 → 03/2020
  Rnr Securities, Llc
  East Meadow, NY
• 04/2014 → 03/2020
  R&R Financial Planners
  East Meadow, NY
• 03/2020 → 03/2024
  National Life
  Hauppauge, NY
• 03/2020 → 03/2024
  Equity Services, Inc
  Montpelier, VT
• 03/2024 → 10/2024
  Lpl Financial Llc
  Williston Park, NY
• 03/2024 → 10/2024
  Webster Investments
  Williston Park, NY
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2024 → 04/2025
  Independent Insurance Broker
  Nesconset, NY
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Westbury, NY

Previous Registrations

• 2024-03-20 → 2024-10-14
  Lpl Financial Llc
  Williston Park, NY
  South Huntington, NY
• 2021-06-22 → 2024-03-08
  Equity Services, Inc.
  Hauppauge, NY
• 2014-06-30 → 2020-06-02
  R & R Financial Planners, Inc.
  East Meadow, NY

Other Businesses

1) OWNER OF RENTAL PROPERTY 2) OFFICIATE YOUTH AND HIGH SCHOOL FOOTBALL AND LACROSSE 3) FINRA ABRITRATOR; DISPUTE RESOLUTION FOR INTER-INDUSTRY ARBITRATION CASES 4) CHANCELLOR AT KNIGHTS OF COLUMBUS; RESPONSIBLE FOR RECRUITMENT OF NEW MEMBERS AND MAINTENANCE OF CURRENT MEMBERS; SALES AND SERVICE OF P&C INSURANCE

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-08-08

Designations

• Chartered Financial Consultant

Other Names

• Ronald Laserra
• Ronald La Serra
• Ronald Louis La Serra
• Ronald Louis La Serra