Joshua Christopher Polidori

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

• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2012 → 07/2018
  Moore County Schools
  Carthage, NC
• 08/2018 → 12/2021
  North Carolina State University
  Raleigh, NC
• 01/2022 → 03/2025
  Tucker Bria Wealth Strategies
  Durham, NC
• 03/2025 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → Present
  Tucker Bria Wealth Strategies
  Durham, NC

Previous Registrations

• 2022-06-24 → 2026-06-05
  Commonwealth Financial Network
  Durham, NC

Other Businesses

1. NAME OF OTHER BUSINESS: TUCKER BRIA WEALTH STRATEGIES, VIA EXCLUSIVE INSURANCE BROKERAGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AGENCY START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENCY 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: TUCKER BRIA WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE WEALTH ADVISORY RECOMMENDATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-23

Designations

• Certified Financial Planner

Other Names

• Joshua Christopher Polidori
• Josh Polidori
• Joshua Polidori