John D Olerio

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

• 07/1999 → Present
  Webster Investment Services, Inc.
  Bristol, CT
• 10/2011 → 01/2025
  Lpl Financial Llc
  Southington, CT
• 01/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Dover, NH
• 01/2025 → Present
  Lighthouse Federal Credit Union
  Dover, NH

Previous Registrations

• 2011-10-11 → 2024-01-26
  Lpl Financial Llc
  Wallingford, CT
  Southington, CT
  New Haven, CT
  Waterbury, CT
  Southington, CT
• 2007-02-13 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Madison, CT
  Farmington, CT
  Hartford, CT
  Avon, CT
  Hartford, CT
  Hartford, CT
  Simsbury, CT
  Hartford, CT
  Hartford, CT
  Torrington, CT
  Scarsdale, NY
  White Plains, NY
  Warwick, RI
  Pawtucket, RI
  East Greenwich, RI
  Middletown, RI
  Cranston, RI
  Riverside, RI
  Providence, RI
  Attleboro, MA
  Taunton, MA
  Taunton, MA
  Seekonk, MA
  Mansfield, MA
  South Easton, MA
  Brockton, MA
  Brockton, MA
  Brockton, MA
  Stoughton, MA
  Swansea, MA
  Fall River, MA
  Fall River, MA
  New Bedford, MA
  New Bedford, MA
  New Bedford, MA
  South Dartmouth, MA
  Mattapoisett, MA
  Somerset, MA
  Yonkers, NY
  Rye, NY
  Larchmont, NY
  Bridgeport, CT
  Norwalk, CT
  Groton, CT
  Barrington, RI
  Warwick, RI
  White Plains, NY
  Stratford, CT
  Westfield, MA
  New Canaan, CT
  Brookfield, CT
  Danbury, CT
  Canaan, CT
  Morris, CT
  Kent, CT
  New Fairfield, CT
  New Preston, CT
  Sharon, CT
  Norwalk, CT
  New Milford, CT
  Bridgewater, CT
  Sherman, CT
  New Milford, CT
  Southbury, CT
  Shelton, CT
  Danbury, CT
  New Milford, CT
  Waterford, CT
  Westerly, RI
  Meriden, CT
  Springfield, MA
  Newtown, CT
  New Haven, CT
  Prospect, CT
  Cheshire, CT
  New Haven, CT
  Wallingford, CT
  North Haven, CT
  Cheshire, CT
  Bethany, CT
  Naugatuck, CT
  Seymour, CT
  Ansonia, CT
  Kensington, CT
• 2002-08-19 → 2007-02-13
  Webster Investment Services, Inc.
  New Canaan, CT
  Brookfield, CT
  Danbury, CT
  Canaan, CT
  Morris, CT
  Kent, CT
  New Fairfield, CT
  New Preston, CT
  Sharon, CT
  Norwalk, CT
  New Milford, CT
  Bridgewater, CT
  Sherman, CT
  New Milford, CT
  Southbury, CT
  Shelton, CT
  Danbury, CT
  New Milford, CT
  Westerly, RI
  Meriden, CT
  Hartford, CT
  Kensington, CT
  Newtown, CT
  Farmington, CT
  Avon, CT
  Hartford, CT
  Hartford, CT
  Simsbury, CT
  Hartford, CT
  Hartford, CT
  Torrington, CT
  Scarsdale, NY
  White Plains, NY
  Warwick, RI
  Pawtucket, RI
  East Greenwich, RI
  Middletown, RI
  Cranston, RI
  Riverside Avenue, RI
  Providence, RI
  Attleboro, MA
  Taunton, MA
  Taunton, MA
  Seekonk, MA
  Mansfield, MA
  South Easton, MA
  Brockton, MA
  Brockton, MA
  Brockton, MA
  Stoughton, MA
  Swansea, MA
  Fall River, MA
  Fall River, MA
  New Bedford, MA
  New Bedford, MA
  New Bedford, MA
  South Dartmouth, MA
  Mattapoisett, MA
  Somerset, MA
  Yonkers, NY
  Rye, NY
  Larchmont, NY
  Bridgeport, CT
  Westport, CT
  Groton, CT
  Barrington, RI
  Waterford, CT
  Springfield, MA
  Warwick, RI
  White Plains, NY
  Stratford, CT
  Westfield, MA

Other Businesses

1. HEALTH INSURANCE (MEDICARE); 2. SUGAR SHACK NH-RI LLC, AIRBNB VACATION HOME RENTAL, 25% OWNER; 3. BOARD MEMBER AND PRESIDENT FOR BANK INSURANCE & SECURITIES ASSOCIATION (BISA), 8-10/HRS/WK; 4. BOARD MEMBER AND ASSOCIATE TREASURER FOR CRANSTON VETERANS MEMORIAL FUND, NOT A SIGNOR ON ANY ACCOUNTS, 1/HR/WK; 5. RENTAL PROPERTY, 100% OWNER, 5/HRS/WK 6. MEDICARE INSURANCE FOR LIGHTHOUSE CREDIT UNION & BORTHWICK ASSOCIATES INC, PRINCIPAL OF THE AGENCY & VICE PRESIDENT, 10/HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-05
• S63 Uniform Securities Agent State Law Examination
  1987-12-31