Benedetto Tony Agostino

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

• 06/2014 → Present
  Cetera Investment Services
  St Cloud, MN
• 06/2014 → Present
  Cetera Investment Advisers Llc
  Allentown, PA
• 03/2016 → Present
  Cetera Investment Services Independent
  Allentown, PA

Previous Registrations

• 2007-12-04 → 2013-08-26
  Cetera Investment Services Llc
  Mogantown, PA
  Harrisburg, PA
  Millersburg, PA
  Reading, PA
  Allentown, PA
  Pottsville, PA
  Denver, PA
  Exton, PA
• 2006-03-09 → 2007-12-07
  Cetera Wealth Services, Llc
  Harrisburg, PA
  Lemoyne, PA
  Dillsburg, PA
  Harrisburg, PA
  Harrisburg, PA
  Enola, PA
  Camp Hill, PA
  Hershey, PA
  Hanover, PA
  Morgantown, PA
  Adamstown, PA
  Shillington, PA
  Reading, PA
  West Lawn, PA
  Temple, PA
  Wyomissing, PA
• 2004-06-01 → 2005-06-07
  Wells Fargo Clearing Services, Llc
  Hershey, PA

Other Businesses

1. RENTAL PROPERTY, 50% OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-17
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Ben Tony Agostino
• Benny Tony Agostino