Anthony Joseph Accetta

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

• 03/2006 → 06/2019
  Foresters Financial
  Albany, NY
• 01/2013 → 06/2019
  Foresters Advisory Services Llc
  Albany, NY
• 01/2015 → Present
  Mechanicville Housing Authority
  Mechanicville, NY
• 02/2016 → 12/2016
  Mechanicville- Stillwater Chamber Of Commerce
  Mechanicville, NY
• 03/2019 → Present
  Self Property Owner
  York, ME
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Latham, NY
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2015-09-22 → 2019-06-24
  Foresters Advisory Services, Llc
  Latham, NY

Other Businesses

1) MECHANICSVILLE HOUSING AUTHORITY BOARD MEMBER. 2) SECRETARY OF ITALIAN FRATERNAL SOCIETY; RECORDING ALL MEETINGS, MAINTAINING CORRESPONDENCE AND RECORDS; 2 HRS/WK. 3) TRUSTEE FOR PARENTS IRREVOCABLE TRUST (THE ACCETTA FAMILY IRREVOCABLE TRUST).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-12
• S63 Uniform Securities Agent State Law Examination
  2006-05-20

Other Names

• Anthony Joseph Accetta