Halle Macerelli

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

• 01/2017 → 05/2017
  Bny Mellon
  Pittsburgh, PA
• 06/2017 → 08/2018
  Lpl Financial Llc
  Bethel Park, PA
• 08/2018 → 07/2019
  Private Client Services
  Bethel Park, PA
• 07/2019 → 04/2021
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 04/2021 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 06/2017 → 07/2019
  Fragasso Financial Advisors
  Pittsburgh, PA
• 01/2016 → 12/2016
  Bny Mellon
  Pittsburgh, PA
• 06/2021 → 02/2023
  Bank Of America, N.A.
  Sarasota, FL
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2023 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 02/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-08 → 2023-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Tampa, FL
• 2019-09-09 → 2021-04-28
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-04-01

Other Names

• Halle Paige Macerelli