Mark Palmerino
Mark Palmerino is a registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 26 years of industry experience. Mark 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
1800 West Park Dr Ste 150, Westborough, MA, 01581
Get directionsHistory
Regulatory History
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 Activities
Mark operates CCR Wealth Management, a DBA for financial services, dedicating full-time hours. He also serves on various boards and committees for healthcare organizations and a country club, owns rental properties, and is a trustee of a real estate trust, all requiring minimal time commitments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
State Registrations10 states
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.