Sharon Mary Talarico

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

• 06/1982 → Present
  Fidelity Union Life
  Richmond, VA
• 06/1986 → Present
  Self-Independent Agent
  North Chesterfield, VA
• 09/2014 → 06/2021
  Voya Financial Advisors
  North Chesterfield, VA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-10 → 2021-06-09
  Voya Financial Advisors, Inc.
  Newark, DE
  Richmond, VA
  North Chesterfield, VA
  Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2727 BUFORD RD STE B-1; NORTH CHESTERFIELD; VA; 23235; FIXED INSURANCE SALES; Independent insurance agent; 6/12/2009; 160; 160; Sales of fixed insurance products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-30
• S63 Uniform Securities Agent State Law Examination
  1986-10-17

Other Names

• Sharon Mary Talarico