Lewis Salvati

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

• 01/2023 → 02/2025
  Holiday Inn Club Vacations
  Orlando, FL
• 10/2021 → 12/2022
  New Era Life Insurance Company
  Houston, TX
• 01/2017 → 09/2021
  Shade Brothers
  Leesburg, FL
• 10/2014 → 01/2017
  Skandia Window Fashions
  Tallahassee, FL
• 02/2025 → 10/2025
  Equitable Advisors, Llc
  New York, NY
• 11/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers Llc
  Altamonte Springs, FL
• 11/2025 → Present
  Regions Bank
  Altamonte Springs, FL

Previous Registrations

• 2025-03-27 → 2025-11-05
  Equitable Advisors, Llc
  Jacksonville, FL
  Ocala, FL
  Orlando, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16