Ali B Marangoni

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

• 06/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Strasburg, VA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

BULLSEYE RETIREMENT SOLUTIONS, LLC; Investment Related; Strasburg, VA; Insurance; Producer; Start Date 04/2016; 35 hours per month with those 35 hours per month occurring during trading hours; Sale of Life, Health, Long-Term Care and Fixed Annuity insurance products. >> OAK BEAR FARM; Non-Investment Related; Strasburg, VA; Other; Farm; Start Date 04/2024; 30 hours per month with 8 of those hours per month occurring during trading hours; Sale of eggs, meat, and produce.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2012-08-01

Other Names

• Ali N Bowman
• Ali B Marangoni
• Ali Nichole Bowman