Cristian Coppola

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

• 05/2021 → Present
  Feller Financial Services
  Boca Raton, FL
• 11/2020 → 06/2021
  Feller Financial Services / Voya Financial Partners
  Boca Raton, FL
• 03/2019 → 11/2020
  Petsmart
  Boynton Beach, FL
• 09/2018 → 03/2019
  Jimmy Johns
  Boynton Beach, FL
• 01/2017 → 09/2018
  Applebees
  Greenacres, FL
• 01/2014 → 01/2017
  Mamma Mia's
  Boynton Beach, FL
• 06/2021 → 08/2022
  Cetera Advisor Networks
  El Segundo, CA
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FELLER FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSOCIATE START DATE: 5/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: HELP FILE PAPERWORK, TYPE LEADS, ASSIST THE ADVISORS ON ORGANIZING UPCOMING MEETINGS AND OTHER ADMIN DUTIES; 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: 01/2022; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2023-06-23