MC
ChFC
MC
ChFC

Marc Canovali

32 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance

Marc Canovali is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 32 years of industry experience. Marc 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

3000 Mcknight East Drive, Suite 202, Pittsburgh, PA, 15237

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History

Regulatory History (1)
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Customer Dispute
January 2014
Denied
Other Business ActivitiesSells Insurance

Marc is an insurance agent selling life, health, disability, fixed annuities, long-term care, and property & casualty insurance, dedicating a few hours per week. He also owns The Advisor Group and CCK Group, LLC, spending nearly full-time hours on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Cetera Advisors LLC
May 2022 - March 2024 · 1 yr 10 mos
LPL Financial LLCBroker
January 2015 - May 2022 · 7 yrs 4 mos
Private Advisor Group, LLC
January 2015 - May 2022 · 7 yrs 4 mos
LPL Financial LLC
January 2015 - February 2015 · 1 mo
Invest Financial Corporation
April 2009 - January 2015 · 5 yrs 9 mos
Invest Financial CorporationBroker
March 2009 - January 2015 · 5 yrs 10 mos
Ameritas Investment CORP
August 2002 - March 2009 · 6 yrs 7 mos
Ameritas Investment CORP.Broker
May 2000 - March 2009 · 8 yrs 10 mos
Ffp Securities, INC.Broker
February 1997 - May 2000 · 3 yrs 3 mos
Vestax Securities CorporationBroker
February 1994 - March 1997 · 3 yrs 1 mo
State Registrations17 states
DCFLILKYMDMIMNMONCNHNVOHPASCTNTXVA
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.