Catherine Censullo
Catherine Censullo is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Armonk, NY, with 26 years of industry experience. Catherine 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
80 Business Park Drive, Suite 208, Armonk, NY, 10504
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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
Catherine is a CPA and owner of a public accounting firm offering tax planning and preparation, accounting, and business plan consulting services, dedicating full-time hours to this. She also owns CMC Wealth Management, her investment and financial services practice, and is a partner at Censullo, Gupta & Associates CPA, LLP, spending about a quarter of her time there.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations8 states
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