Paul Joseph Contreri

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: PAUL CONTRERI, INVESTMENT RELATED: NO, ADDRESS: 25-A VREELAND RD. FLORHAM PARK, NJ 07932 NATURE OF BUSINESS: TAX RETURN PREPARATION FOR FRIENDS AND FAMILY FREE OF CHARGE, POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR, APPROX. NUMBER OF HOURS PER YEAR: 6 HOURS, BRIEF DESCRIPTION OF DUTIES: HELP PREPARE FEDERAL AND STATE TAX RETURNS; 3. NAME OF OTHER BUSINESS: FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START DATE: 01/02/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: CODE PURPLE; INVESTMENT RELATED: NO; ADDRESS: 152 TULIP RIVE LEWES, DE 19958; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOMELESS SHELTER VOLUNTEER ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-06

Designations

• Certified Financial Planner