EA
CFP
EA
CFP

Edmund Adomaites

33 Years of Experience
Jericho, NY
BrokerSells Insurance

Edmund Adomaites is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jericho, NY, with 33 years of industry experience. Edmund 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

410 Jericho Tpke Ste 203, Jericho, NY, 11753

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Edmund sells fixed insurance products, including life insurance and annuities, dedicating minimal time to this activity. He also provides accounting and tax preparation services, taking about 10-20% of his time, and works as an advisor for North Ridge Wealth Planning LLC, also taking about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2020 - June 2023 · 3 yrs 5 mos
North Ridge Securities CORP.Broker
November 1996 - February 2019 · 22 yrs 3 mos
Jaron Equities CORP.Broker
February 1993 - November 1996 · 3 yrs 9 mos
State Registrations8 states
CTFLILNCNJNYPAVA
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.
Edmund Adomaites - Financial Advisor | TrueAdvisor