WG
WG

Walter Golczewski

26 Years of Experience
Wayne, NJ
BrokerSells Insurance

Walter Golczewski is a registered investment advisor at Cetera Investment Advisers LLC, based in Wayne, NJ, with 26 years of industry experience. Walter 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

1615 Hamburg Turnpike, Wayne, NJ, 07470

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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

Walter is involved in several business activities, including tax consulting and accounting, rental real estate, homeowner association treasurer, notary public, and certified divorce financial analyst. He also works as an insurance agent selling group disability insurance, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2016 - Present · 9 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
June 2000 - October 2005 · 5 yrs 4 mos
H.D. Vest Investment Securities, INC.Broker
July 1999 - June 2000 · 11 mos
State Registrations11 states
ALCADEFLHIMDNCNJNYPASC
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.