Gina Barcello-Reed

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

• 07/2014 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
• 12/2014 → 02/2020
  Bank Of America N.A.
  Toms River, NJ
• 02/2020 → 08/2025
  Morgan Stanley Smith Barney Llc
  Toms River, NJ
• 02/2020 → 08/2025
  Morgan Stanley Private Bank, N.A
  New York, NY
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Previous Registrations

• 2020-03-06 → 2025-08-28
  Morgan Stanley
  Toms River, NJ
• 2014-10-17 → 2020-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ship Bottom, NJ
  Ship Bottom, NJ
  Toms River, NJ
  Ship Bottom, NJ

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: 03/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: PORT REPUBLIC HERITAGE SOCIETY INVESTMENT RELATED: NO ADDRESS: 143 MAIN STREET PORT REPUBLIC, NJ 08241 NATURE OF BUSINESS: NON-PROFIT START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FUND RAISING IDEAS AND EVENT MANAGEMENT. BUILDING RENOVATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-16
• S63 Uniform Securities Agent State Law Examination
  2013-04-02

Other Names

• Gina Marie Barcello
• Gina M Barcello
• Gina Marie Barcello-Reed
• Gina M Barcello-Reed
• Gina Marie Waddell