Marcus Daniel Devito

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

• 03/2016 → 11/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2016 → 11/2018
  Northwestern Mutual Investment Services Llc
  Fairfield, CT
• 05/2017 → 11/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2018 → 11/2018
  Guardian Life Insurance Co Of America
  Hamden, CT
• 12/2018 → 12/2018
  Park Avenue Securities, Llc
  Hamden, CT
• 11/2018 → 10/2019
  Guardian Life Insurance Company
  Madison, CT
• 11/2018 → 10/2019
  Park Avenue Securities
  Madison, CT
• 11/2019 → 01/2023
  Guardian Life Insurance Company
  New Haven, CT
• 11/2019 → 01/2023
  Park Avenue Securities
  New Haven, CT
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Aegis Benefit Consulting, Llc
  New Haven, CT
• 02/2025 → Present
  Wooster Square Partners, Llc
  New Haven, CT

Previous Registrations

• 2018-12-06 → 2023-02-16
  Park Avenue Securities Llc
  New Haven, CT
  Hamden, CT
• 2017-03-09 → 2018-11-13
  Northwestern Mutual Investment Services, Llc
  Fairfield, CT

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: 05/2016 APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: PINK GRANITE PARTNERS, LLC ; INVESTMENT RELATED: NO; ADDRESS: 15 OZONE ROAD BRANFORD, CT 06405; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLD REAL ESTATE AND RENTAL PROPERTIES; 3. NAME OF OTHER BUSINESS: AEGIS BENEFIT CONSULTING, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE SALES, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: FACILITATE THE SALE OF INSURANCE; 4. NAME OF OTHER BUSINESS: WOOSTER SQUARE ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE; 5. NAME OF OTHER BUSINESS: BRANFORD FAIR RENT COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: 1019 MAIN STREET BRANFORD, CT 06405; NATURE OF BUSINESS: BOARD; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NAVIGATING LOW INCOME HOUSING PROJECTS WITHIN THE TOWN BOARDERS; 6. NAME OF OTHER BUSINESS: QUINNIPIAC CHAMBER OF COMMERCE; INVESTMENT RELATED: NO ; ADDRESS: 50 NORTH MAIN STREET WALLINGFORD, CT 06492; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS AND CHAMBER EVENTS; 7. NAME OF OTHER BUSINESS: WOOSTER SQUARE PARTNERS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2025, 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;

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07

Other Names

• Marcus Daniel Devito