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Neil Lajeunesse

42 Years of Experience
Queensbury, NY
BrokerSells Insurance

Neil Lajeunesse is a registered investment advisor at Cetera Investment Advisers LLC, based in Queensbury, NY, with 42 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Queensbury, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Neil is an independent insurance agent providing financial services, specifically fixed annuities and long-term care insurance, since 1978. This activity takes about full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.Broker
February 1984 - August 2003 · 19 yrs 6 mos
Mutual Benefit Financial Service CompanyBroker
February 1984 - March 1984 · 1 mo
State Registrations20 states
AZCACOCTDCFLGAKYMAMDMENHNJNMNYORSCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.