Bernard Albert Fagnani

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

• 08/1989 → Present
  Bernard A Fagnani Cpa
  Throop, PA
• 06/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2001 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2022 → Present
  Fagnani Firearms, Llc
  Throop, PA

Other Businesses

1) BERNARD A. FAGNANI, CPA - NOT INVESTMENT RELATED - NATURE OF BUSINESS: CPA PRACTICE - TITLE: OWNER - STARTED 1974 - DUTIES: MANAGE CPA PRACTICE - WORK 40 HRS/WK; 2)BERNARD A. FAGNANI, LLC FINANCIAL ADVISORS, DBA FOR INVESTMENT RELATED BUSINESS, SAME ADDRESS AS REGISTERED LOCATION, FINANCIAL SERVICES (WEALTH MANAGEMENT), START 08/01/2013, 25 HRS/WK, FINANCIAL SERVICES 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/27/2016; APX NUMBER OF HOURS PER WEEK: 4 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Designations

• Personal Financial Specialist