Salvatore Alfred Mondello

Current Employers

Employment History

• 11/2015 → 10/2023
  Citizens Securities, Inc.
  Fairhaven, MA
• 10/2023 → Present
  Mondello Financial Services
  Mattapoisett, MA
• 10/2023 → 09/2025
  Avantax Investment Services, Inc.
  Mattapoisett, MA
• 10/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Mattapoisett, MA
• 10/2023 → 09/2025
  Avantax Advisory Services
  Mattapoisett, MA
• 02/2025 → 06/2025
  Coia & Lepore, Ltd
  Providence, RI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mattapoisett, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-10-11 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Berkely, MA
  Mattapoisett, MA
  Berkley, MA
• 2016-01-06 → 2023-10-11
  Citizens Securities, Inc.
  Fairhaven, MA
  Dartmouth, MA
  Fairhaven, MA
  Plymouth, MA
  Seekonk, MA
  So Attleboro, MA
  Attleboro, MA
  East Providence, RI
  Johnston, RI
  Johnston, RI
  Braintree, MA
  New Bedford, MA
  Fall River, MA
  Raynham, MA
  Attleboro, MA
  North Attleboro, MA
• 2015-02-02 → 2015-11-24
  Eagle Strategies Llc
  Hyannis, MA

Other Businesses

1) MONDELLO FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Provide Investment guidance, Retirement planning, Estate Planning and College planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 10/13/2023 ADDRESS: 7 Burt Street, Berkley MA 02779, United States DESCRIPTION: 1. Meeting Clients 2. Answering Client Phone Calls 3. Providing Investment Advice 4. Analyzing Client Financial Goals 5. Recommending ongoing Financial Services. This will serve as a DBA for my Investment Services Practice. 2) MONDELLO FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Provide Investment guidance, Retirement planning, Estate Planning and College planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 10/13/2023 ADDRESS: 145 Fairhaven Road, Mattapoisett MA 02739, United States DESCRIPTION: 1. Meeting Clients 2. Answering Client Phone Calls 3. Providing Investment Advice 4. Analyzing Client Financial Goals 5. Recommending ongoing Financial Services. This will serve as a DBA for my Investment Services Practice.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-08
• S63 Uniform Securities Agent State Law Examination
  2012-01-31

Other Names

• Salvatore Alfred Mondello
• Salvatore Alfred Mondello
• Salvadore A Mondello
• Sal Mondello
• Salvatore Mondello