Mark Henry Palmerino

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 Advisors Llc
  Denver, CO
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Stuart, FL
• 03/2024 → Present
  Palmerino Properties, Llc
  Tybee Island, GA

Other Businesses

1) CCR WEALTH MANAGEMENT, SAME AS REGISITERED LOCATION; 40HR/WK, DBA NAME FOR FINANCIAL SERVICES, REP. 2) HARRINGTON MEMORIAL HOSPITAL, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SECRETARY OF THE BOARD OF DIRECTORS. 3) HARRINGTON HEALTHCARE SYSTEM, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SECRETARY OF THE BOARD OF DIRECTORS. 4) HARRINGTON PHYSICIAN SERVICES, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SERVE ON THE BOARD OF DIRECTORS. 5) GLOBAL VILLAGE, LLC, NOT INVESTMENT RELATED, 942 MAIN SOUTHBRIDGE, MA 01550, REAL ESTATE, 2/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY 6) HARRINGTON HEALTHCARE , NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, NON-PROFIT BOARD, STARTED 11/2016, POSITION/TITLE/RELATIONSHIP: VICE CHAIRMAN, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, EXECUTIVE COMMITTEE MEETINGS AND OFFER INPUT. 7) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL ADDRESS ; NATURE OF BUSINESS: FLOW THROUGH ENTITY FOR REAL ESTATE ; START DATE:01/2016 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE OF TRUST ; APX NUMBER OF HOURS PER WEEK: 0.25 HRS PER WEEK ; APX NUMBER OF HOURS DURING TRADING HOURS: 0.25 HRS PER WEEK ; BRIEF DESCRIPTION OF DUTIES: TRUSTEE OF REVOCABLE TRUST ; 8) NAME OF OTHER BUSINESS: UMASS MEMORIAL HEALTH, INVESTMENT RELATED: NO, ADDRESS: 55 LAKE AVE., WORCESTER, MA 01655, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2022, POSITION/TITLE/RELATIONSHIP: INVESTMENT AND PENSION COMMITTEE, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: QUARTERLY MEETINGS FOR DUE DILIGENCE OF INVESTMENTS; 9) NAME OF OTHER BUSINESS: COHASSE COUNTRY CLUB, INVESTMENT RELATED: NO, ADDRESS: 393 EASTFORD RD, SOUTHBRIDGE, MA 01550, NATURE OF BUSINESS: COUNTRY CLUB, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN DISCUSSIONS ON WAYS TO IMPROVE CASH FLOW; 10) NAME OF OTHER BUSINESS: PALMERINO PROPERTIES, LLC, INVESTMENT RELATED: NO, ADDRESS: 11 MILLER AVE, TYBEE ISLAND, GA 31328, NATURE OF BUSINESS: REAL ESTATE, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY; 11) NAME OF OTHER BUSINESS: SOUTHBRIDGE ITALIAN CLUB; INVESTMENT RELATED: NO; ADDRESS: 20 NORTH ST, SOUTHBRIDGE, MA 01550; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ASSIST IN CLUB OPERATIONS AND GUIDE CLUB OFFICERS; 12) NAME OF OTHER BUSINESS: I.T.A., INC; INVESTMENT RELATED: NO; ADDRESS: 20 NORTH ST, SOUTHBRIDGE, MA 01550; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS AND PROVIDE INPUT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-09