Frank Robert Alessio

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

• 12/2013 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 12/2013 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 12/2013 → Present
  Langdon Ford Financial, Inc
  Larchmont, NY
• 04/2002 → 04/2025
  Frank Alessio Enterprises, Inc
  Staten Island, NY
• 08/2023 → Present
  Cetera Wealth Services, Llc
  New York, NY
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-09 → 2023-08-10
  Securian Financial Services, Inc.
  New York, NY
  St. Paul, MN

Other Businesses

1) NAME OF OTHER BUSINESS: ALLIED WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2013; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-11

Designations

• Chartered Financial Consultant