Anthony Arthur Valentino

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

• 04/2018 → 11/2021
  Securian Financial Services Inc
  St. Paul, MN
• 04/2018 → 11/2021
  Minnesota Life Insurance Co
  St. Paul, MN
• 04/2018 → 11/2021
  Commonwealth Financial
  Daniel Island, SC
• 09/2013 → 11/2017
  Mergermarket Group
  New York, NY
• 12/2017 → 04/2018
  Unemployed
  Mount Pleasant, SC
• 11/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 11/2021 → 09/2022
  First Allied Advisory Services, Inc.
  San Diego, CA
• 09/2022 → Present
  Cetera Advisors Llc
  Daniel Island, SC
• 11/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-08-01 → 2021-11-15
  Securian Financial Services, Inc.
  Daniel Island, SC

Other Businesses

1) COASTAL STRATEGIC CAPITAL; ADVISOR; INSURANCE; START DATE: 11/15/2021; 200 HOURS PER MONTH. 2) COASTAL STRATEGIC CAPITAL; ADVISOR; DBA; START DATE: 11/15/2021; 200 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-16

Other Names

• Anthony Arthur Valentino