Guy Landolfi
Guy Landolfi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Altoona, PA, with 38 years of industry experience. Guy 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
Firm Size
IM Fee
Assets Under Management
Location
224 Union AVENUE, Altoona, PA, 16602
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Regulatory History (1)
Employment Separation After Allegations
November 2009Other Business ActivitiesSells Insurance
Guy is a CPA, CFP, and PFS who owns Landolfi Financial Services Inc, a public accounting firm, and employs four individuals for bookkeeping, tax preparation, financial statement preparation, and audits, dedicating nearly full-time hours to this. He also sells insurance, including equity indexed annuities, and is involved in other ventures such as interior design, serving on a board of directors, and managing rental property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations9 states
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.