PD
PD

Paul Devera

26 Years of Experience
Mountain Lakes, NJ
Broker

Paul Devera is a registered investment advisor at Cetera Investment Advisers LLC, based in Mountain Lakes, NJ, with 26 years of industry experience. Paul 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

420 Boulevard, Suite 204, Mountain Lakes, NJ, 07046

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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 Activities

Paul is a CPA and owner of a tax preparation, planning, and consulting business, dedicating nearly full-time hours to it. He also serves as a trustee for a family member's trust, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2006 - Present · 19 yrs 11 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 11 mos
Previous Registrations
C. J. M. Planning CORP.Broker
October 1999 - October 2005 · 6 yrs
State Registrations2 states
FLNJ
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.