Guy Jude Landolfi

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

• 05/1982 → Present
  Guy J. Landolfi Cpa
  Altoona, PA
• 11/2009 → 11/2017
  Girard Securities, Inc
  San Diego, CA
• 09/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2017 → Present
  Cetera Wealth Services, Llc
  Altoona, PA
• 04/2021 → Present
  Central Pa Design & Consultants Inc
  Altoona, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-12-02 → 2017-11-01
  Girard Securities, Inc.
  San Diego, CA
  Altoona, PA
• 1998-11-12 → 2009-11-03
  Avantax Advisory Services
  Altoona, PA

Other Businesses

(1) GUY J. LANDOLFI CPA, CFP, PFS/100% OWNER/90% TIME SPENT/I EMPLOY 4 INDIVIDUALS THAT ENGAGE IN BOOKKEEPING, TAX PREPARTION, FINANCIAL STATEMENT PREPARATION AND AUDITS. ALL ARE FULL TIME YEAR ROUND. NONE HAVE ACCESS TO SECURITIES FILES. INSURANCE INCLUDING EQUITY INDEXED ANNUITIES. (2) NAME OF OTHER BUSINESS: LANDOLFI FINANCIAL SERVICES INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PUBLIC ACCOUNTANTS ; START DATE: 12/1999 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / CFP ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: TAX AND FINANCIAL STATEMENT PREPARATION ; (3) NAME OF OTHER BUSINESS: CENTRAL PA DESIGN & CONSULTANTS INC; INVESTMENT RELATED: NO; ADDRESS: 3006 2ND AVE ALTOONA PA 16602; NATURE OF BUSINESS: INTERIOR/EVTERIOR DESIGN; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: ASSISTANT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SAND, PAINT, MEASURE, HANG MIRRORS AND PICTURES; (4) NAME OF OTHER BUSINESS: BISHOP GUILFOYLE BOARD OF DIRECTORS; INVESTMENT RELATED: NO; ADDRESS: 2400 PL. VALLEY BLVD ALTOONA, PA 16602; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENCOURAGING ATTENDANCE; (5) NAME OF OTHER BUSINESS: SARGE, LLC; INVESTMENT RELATED: NO; ADDRESS: 208 LLWYSEN COURT ALTOONA PA 16602; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY, MINIMAL DUTIES; 6) NAME OF OTHER BUSINESS: THE LANDOLFI GROUP, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TRADITIONAL TAX AND ACCOUNTING SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-17
• S63 Uniform Securities Agent State Law Examination
  1986-12-31

Designations

• Certified Financial Planner

Other Names

• Guy Jude Landolfi