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Adam Scott Cefalo

Livelife Capital Partners LLC

Southborough, MA

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Current Employers
Livelife Capital Partners Llc

144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-31
  • MA RA
    APPROVED
    Since 2025-01-31

Branch Locations

144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
O'SHares Investments Toronto 03/2016 03/2017
Aberdeen Standard Philadelphia PA 03/2017 12/2020
Unemployed Southampton MA 07/2024 01/2025
Goehring & Rozencwajg Associates, Llc New York NY 10/2021 06/2024
Unemployed Southamption MA 01/2021 09/2021
Livelife Capital Partners Southborough MA 01/2025 Present
  • 03/2016 → 03/2017
    O'SHares Investments
    Toronto
  • 03/2017 → 12/2020
    Aberdeen Standard
    Philadelphia, PA
  • 07/2024 → 01/2025
    Unemployed
    Southampton, MA
  • 10/2021 → 06/2024
    Goehring & Rozencwajg Associates, Llc
    New York, NY
  • 01/2021 → 09/2021
    Unemployed
    Southamption, MA
  • 01/2025 → Present
    Livelife Capital Partners
    Southborough, MA
Previous Registrations
  • 2009-01-07 → 2015-12-04
    Neuberger Berman Bd Llc
    Boston, MA
    Southampton, MA
    Boston, MA
  • 2007-10-08 → 2008-02-11
    Transamerica Investment Management, Llc
    Aliso Viejo, CA
  • 2005-03-31 → 2005-09-21
    Bofa Advisors, Llc
    Boston, MA
  • 2004-08-17 → 2005-03-30
    Columbia Management Advisors, Inc.
    Boston, MA
Other Businesses

1. Today Real Estate. Not Investment Related. 77 Mill Street, Westfield, MA 01085. Buying/listing agent for real estate. 03/2025. 20% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-28
S63 Uniform Securities Agent State Law Examination 1995-06-16
  • S66 Uniform Combined State Law Examination
    2007-09-28
  • S63 Uniform Securities Agent State Law Examination
    1995-06-16
Designations

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
CREATIVE PLANNING
BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL
FINANCIAL FOUNDATIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

Other Investors

CHRISTOPHER ALAN MENINNO
GARY JOHN THIBEAULT
JUSTIN J SLATTERY
Derek Knight Fairchild
MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE

Other Offices

MML INVESTORS SERVICES, LLC · SOUTHBOROUGH, MA
FOCUS PARTNERS WEALTH, LLC · Southborough, MA
CREATIVE PLANNING · Southborough, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · SOUTHBOROUGH, MA
FITTS FINANCIAL · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · Southborough, MA
FINANCIAL FOUNDATIONS, INC. · SOUTHBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Southborough, MA

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