Adam P Corle Landolfi

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

• 11/2011 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2020 → Present
  Iron Way Wealth Management
  Altoona, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  The Pennsylvania State University
  Altoona, PA

Previous Registrations

• 2012-04-16 → 2017-11-01
  Girard Securities, Inc.
  Altoona, PA
  San Diego, CA

Other Businesses

(1) IRON WAY WEALTH MANAGEMENT, WILL PROVIDE SERVICES FOR COMPENSATION AS AN INDEPENDENT CONTRACTOR TO GUY LANDOLFI, CPA. LANDOLFI WEALTH MANAGEMENT LLC WILL PROVIDE FINANCIAL ADVISORY SERVICES, 100% OWNER, 100% TIME. START DATE 11/2020 (2) INSURANCE SALES; EMPLOYEE; (3) NAME OF OTHER BUSINESS: THE PENNSYLVANIA STATE UNIVERSITY, INVESTMENT RELATED: NO, ADDRESS: 3000 IVYSIDE PARK, ALTOONA, PA 16601, NATURE OF BUSINESS: SCHOLASTIC, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: ASSISTANT GOLF COACH, APX NUMBER OF HOURS PER WEEK: 4, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COMPETITION AND PRACTICE SESSION COACHING, TEAM TRAVEL;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-13
• S63 Uniform Securities Agent State Law Examination
  2012-03-20

Designations

• Chartered Financial Analyst

Other Names

• Adam Perrin Corle
• Adam Perrin Corle Landolfi
• Adam Perrin Corle Landolfi
• Adam P Corle Landolfi