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Joseph Samuel Quinto

Cetera Investment Advisers LLC

Plymouth Meeting, PA

CRD 7775660

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-08
  • PA RA
    APPROVED
    Since 2024-05-08

Branch Locations

620 W Germantown Pike, Suite 170, Plymouth Meeting, PA 19462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delaware Valley Advisors Plymouth Meeting PA 06/2023 Present
Minnesota Life Insurance Co St Paul MN 06/2023 08/2023
Securian Financial Services Inc St Paul MN 06/2023 08/2023
Quinto's Quintessential Lawn Care Llc Dublin PA 12/2020 Present
Pennsylvania State University Abington PA 08/2019 06/2023
Father Judge High School Philadelphia PA 09/2015 06/2019
Cetera Wealth Services, Llc Plymouth Meeting PA 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 05/2024 Present
  • 06/2023 → Present
    Delaware Valley Advisors
    Plymouth Meeting, PA
  • 06/2023 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2023 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 12/2020 → Present
    Quinto's Quintessential Lawn Care Llc
    Dublin, PA
  • 08/2019 → 06/2023
    Pennsylvania State University
    Abington, PA
  • 09/2015 → 06/2019
    Father Judge High School
    Philadelphia, PA
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Plymouth Meeting, PA
  • 05/2024 → Present
    Schaumburg, IL
Other Businesses

DELEWARE VALLEY ADVISORS, 1800 BYBERRY RD STE 1404 HUNTINGDON VALLEY PA 19006, INVESETMENT RELATED, Fixed Insurance Agent, 07/2023-ONGOING, 10 HOURS PRE MONTH, 10 TRADE HOURS* Quinto's Quintessential Lawn Care, LLC Not investment related 155 Elephant Rd Dublin Pa 18917 Landscaping Owner Founder/Owner December 2020 6 months, 15 hours per week 0 Complete all tasks related to the business both in the field and bookeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
  • S66 Uniform Combined State Law Examination
    2024-05-06
Other Names
  • Joseph Samuel Quinto

View on SEC IAPD

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