John Matthew Chirichella

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 → Present
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Commack, NY
• 12/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2022 → Present
  Jtd Tax Services Inc
  Garden City, NY
• 10/2022 → Present
  Polaris Planning Group Inc
  Saint James, NY

Previous Registrations

• 2021-08-03 → 2022-12-16
  Lpl Financial Llc
  Commack, NY

Other Businesses

1) JTD TAX SERVICES INC., GARDEN CITY, NY; NON-INVESTMENT RELATED; INDIVIDUAL AND BUSINESS INCOME TAX PREPARATION; TAX PREPARER; SINCE 11/14/2022 48 HRS/MO 2) NAME OF OTHER BUSINESS: POLARIS PLANNING GROUP, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INCOME TAX RETURNS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-23

Other Names

• John Chirichello