Carmen Memoli
Carmen Memoli is a registered investment advisor at Cetera Investment Advisers LLC, based in Toms River, NJ, with 16 years of industry experience. Carmen 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
Firm Size
IM Fee
Assets Under Management
Location
222 Oak Avenue, Suite 5, Toms River, NJ, 08753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Carmen is involved in various outside business activities, including serving as treasurer/comptroller for multiple organizations (Berkeley Board of Education, Central Regional School District, Toms River Regular Republican Club, and several political action committees) and holding board positions. Carmen also owns rental property and is the owner of Memoli & Company P.C, dedicating nearly full-time hours to the accounting firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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