Dean Matthew Aita

Current Employers

Employment History

• 01/1997 → 12/2021
  Royal Alliance Associates, Inc.
  New York, NY
• 10/2010 → 12/2021
  Aita Financial Group, Inc.
  Washington Depot, CT
• 12/2021 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 12/2021 → Present
  Ccr Wealth Management
  Washington Depot, CT
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-04-29 → 2021-12-31
  Aita Financial Group, Inc.
  Washington Depot, CT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2021; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: AITA FINANCIAL GROUP INC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE DBA ; START DATE: 12/2021 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE BUSINESS ; 3. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATIONM ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 12/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: OUR LADY OF PERPETUAL HELP PARISH; INVESTMENT RELATED: NO; ADDRESS: 34 GREEN HILL ROAD, WASHINGTON, CT 06794; NATURE OF BUSINESS: BOARD; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE MERGER AND TRANSITION OF OUR PARISH TO A NEIGHBORING PARISH PER THE ARCHDIOCESE OF HARTFORD'S DECISION;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-31
• S63 Uniform Securities Agent State Law Examination
  1992-04-08

Designations

Other Names

• None