DA
CFP
DA
CFP

Dean Aita

34 Years of Experience
Washington Depot, CT
BrokerSells Insurance

Dean Aita is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Washington Depot, CT, with 34 years of industry experience. Dean 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

9 Bryan Hall Plaza, Washington Depot, CT, 06794

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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

Dean sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also the President of AITA Financial Group Inc, an insurance DBA, and a financial professional at CCR Wealth Management, a financial services DBA, dedicating full-time hours to this DBA.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
December 2021 - March 2024 · 2 yrs 3 mos
Aita Financial Group, INC.
April 1997 - December 2021 · 24 yrs 8 mos
Royal Alliance Associates, INC.Broker
January 1997 - December 2021 · 24 yrs 11 mos
Keogler, Morgan & Company, INC.Broker
October 1996 - January 1997 · 3 mos
Summit Equities, INC.Broker
March 1992 - October 1996 · 4 yrs 7 mos
State Registrations15 states
CACTFLGALAMAMDNCNJNYPASCVAVTWV
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.