JR
CFP
JR
CFP

John Reigelman

42 Years of Experience
Penfield, NY
BrokerSells Insurance

John Reigelman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Penfield, NY, with 42 years of industry experience. John 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

Penfield, NY

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved with Reigelman Financial Services, providing financial services and selling life insurance, dedicating nearly full-time hours to this. He also offers an identity theft program to clients through Pre-Paid Legal Services, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
November 2009 - March 2024 · 14 yrs 4 mos
Fsc Securities Corporation
August 2008 - November 2009 · 1 yr 3 mos
Fsc Securities CorporationBroker
December 2001 - November 2009 · 7 yrs 11 mos
Metlife Securities INC.Broker
April 2001 - December 2001 · 8 mos
Metropolitan Life Insurance CompanyBroker
April 2001 - December 2001 · 8 mos
Allmerica Investments, INC.Broker
August 1997 - April 2001 · 3 yrs 8 mos
Royal Alliance Associates, INC.Broker
June 1996 - August 1997 · 1 yr 2 mos
MML Investors Services, INC.Broker
March 1996 - June 1996 · 3 mos
G. R. Phelps & CO., INC.Broker
August 1995 - March 1996 · 7 mos
Essex Capital Markets, INC.Broker
November 1987 - August 1995 · 7 yrs 9 mos
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
Ids Life Insurance CompanyBroker
June 1983 - November 1987 · 4 yrs 5 mos
American Express Financial Advisors INC.Broker
June 1983 - October 1987 · 4 yrs 4 mos
Ids Financial Services INC.Broker
June 1983 - December 1986 · 3 yrs 6 mos
State Registrations20 states
AZCACOFLGAILMAMDNCNDNJNVNYOHPASCTXVAWAWI
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.
John Reigelman - Financial Advisor | TrueAdvisor