JD
CFP · ChFC
JD
CFP · ChFC

Joseph Dellutri

25 Years of Experience
Tampa, FL
Broker

Joseph Dellutri is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 25 years of industry experience. Joseph 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

711 E Henderson Avenue, Tampa, FL, 33602

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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 Activities

Joseph is a board member for Villa Rosa Homeowners Board of Directors. He spends minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2015 - Present · 10 yrs 8 mos
Cetera Investment Services LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.
January 2013 - September 2015 · 2 yrs 8 mos
Investment Centers of America, INC.Broker
January 2013 - September 2015 · 2 yrs 8 mos
T. Rowe Price Advisory Services, INC.
April 2003 - January 2013 · 9 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
September 2002 - January 2013 · 10 yrs 4 mos
Princor Financial Services CorporationBroker
September 2000 - May 2002 · 1 yr 8 mos
State Registrations4 states
FLGARISC
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.