AN
AN

Anthony Novella

32 Years of Experience
Martinsville, NJ
1 DisclosureBrokerSells Insurance

Anthony Novella is a registered investment advisor at Cetera Investment Advisers LLC, based in Martinsville, NJ, with 32 years of industry experience. Anthony 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
Loading...

Location

792 Chimney Rock Rd, St D, Martinsville, NJ, 08836

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2009
Final
Other Business ActivitiesSells Insurance

Anthony is the owner of Strategic Benefits Group, dealing with group employee benefits, health, P&C, and dental insurance. He also works as an agent/broker for Allied Wealth Partners selling fixed life insurance, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2010 - August 2023 · 12 yrs 11 mos
Securian Financial Services, INC.Broker
May 2010 - August 2023 · 13 yrs 3 mos
Metlife Securities INC.Broker
October 2001 - June 2007 · 5 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - June 2007 · 5 yrs 8 mos
Zachary Jackson Securities, LPBroker
January 1999 - January 1999 · 0 mos
Ws Griffith Securities, INC.Broker
June 1993 - October 2001 · 8 yrs 4 mos
Phoenix Equity Planning CorporationBroker
March 1991 - June 1993 · 2 yrs 3 mos
State Registrations5 states
CACTFLNJNY
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.