Michael John Giandolfo

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

• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/1998 → Present
  Michael J Giandolfo Cpa Pc
  Clifton, NJ

Other Businesses

1)MICHAEL J. GIANDOLFO CPA PC FIRM; NOT INVESTENT RELATED; ACCOUNTING AND TAX SERVICES; PRESIDENT; SD:10/98; CPA; 35 HR/WK; YES/NONE: 2) NAME OF OTHER BUSINESS: GIANDOLFO WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: 520 CLIFTON AVE, CLIFTON, NJ 07011, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2014, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2005-11-16