DP
DP

Deborah Privetera

32 Years of Experience
Wall, NJ
1 DisclosureBroker

Deborah Privetera is a registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 32 years of industry experience. Deborah 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

1540 Highway 138 Ste 303, Wall, NJ, 07719

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.
Customer Dispute
November 2002
Denied
Other Business Activities

Deborah is a registered representative for Safe Harbor Financial, providing financial services since 2017. She also works as a financial advisor for Privetera Wealth Management Associates, providing financial advisory services; these activities each take a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
April 2017 - Present · 9 yrs 1 mo
Cetera Advisors LLCBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2017 - March 2024 · 6 yrs 11 mos
Morgan Stanley
June 2009 - April 2017 · 7 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2017 · 7 yrs 10 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
April 1998 - June 2009 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - March 1998 · 4 yrs 6 mos
State Registrations3 states
FLNJNY
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.
Deborah Privetera - Financial Advisor | TrueAdvisor