Fredrick Charles Venturoni

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

• 10/2007 → 09/2019
  Summit Brokerage Services Inc
  Orlando, FL
• 10/2007 → 05/2021
  Summit Financial Group Inc
  Orlando, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-11-02 → 2021-05-20
  Summit Financial Group Inc
  Maitland, FL
• 2004-08-16 → 2007-11-02
  Wells Fargo Advisors Financial Network, Llc
  Orlando, FL
• 1991-04-17 → 2004-05-21
  Citigroup Global Markets Inc.
  Orlando, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-17
• S63 Uniform Securities Agent State Law Examination
  1990-03-30

Other Names

• Fred Venturoni