Eric James Trapasso

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

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2018 → Present
  The Trapasso Group
  Westminster, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-03-25 → 2013-09-03
  Tower Square Securities, Inc.
  Westminster, CA
  Glendale, CA
  Westminster, CA
• 2006-11-21 → 2009-01-20
  Msi Financial Services, Inc.
  Irvine, CA

Other Businesses

1) INDEPENDENT INSURANCE AGENT DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 05/2009, 15HRS/WKDY, 10HRS/WKEND 2) NAME OF OTHER BUSINESS: THE TRAPASSO GROUP LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL ADDRESS ; NATURE OF BUSINESS: CONSULTING ; START DATE: 11/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / FIDUCIARY / CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: HELP VETERANS WITH DISABILITY CLAIMS AND HELPING GET THEIR LIVES ON TRACK ; 3) NAME OF OTHER BUSINESS: TTG PUBLISHING; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WRITING AND PUBLISHING BOOKS ; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WRITING AND PUBLISHING BOOKS ;

Exams

• S66 Uniform Combined State Law Examination
  2006-10-19

Other Names

• Eric Trapasso
• Eric James Trapasso