BA
BA

Brett Amendola

34 Years of Experience
New Haven, CT
BrokerSells Insurance

Brett Amendola is a registered investment advisor at Cetera Investment Advisers LLC, based in New Haven, CT, with 34 years of industry experience. Brett 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

470 James Street, New Haven, CT, 06513

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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

Brett is involved in several outside business activities. He is on the Board of Trustees at Quinnipiac University, owns Wooster Square Advisors LLC and Wooster Square Partners LLC (both financial services), sells fixed insurance products, and owns Aegis Benefits Consulting, selling life, health, and disability insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Park Avenue Securities LLC
September 2012 - February 2023 · 10 yrs 5 mos
Park Avenue Securities LLCBroker
August 2012 - February 2023 · 10 yrs 6 mos
MML Investors Services, LLCBroker
August 2010 - July 2012 · 1 yr 11 mos
MML Investors Services, LLC
August 2010 - July 2012 · 1 yr 11 mos
Metlife Securities INC.
February 2002 - July 2010 · 8 yrs 5 mos
Metlife Securities INC.Broker
January 2002 - July 2010 · 8 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
UBS Painewebber INC.Broker
November 2000 - January 2002 · 1 yr 2 mos
Pruco Securities CorporationBroker
November 1999 - December 2000 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
July 1994 - October 1999 · 5 yrs 3 mos
American Express Financial Advisors INC.Broker
October 1991 - October 1999 · 8 yrs
State Registrations16 states
CACOCTFLILINMAMDMENYPARITNTXVAVT
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.
Brett Amendola - Financial Advisor | TrueAdvisor