Gerald Dagostino
Gerald Dagostino is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Williamsburg, VA, with 25 years of industry experience. Gerald 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
Williamsburg, VA
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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 ActivitiesSells Insurance
Gerald is an independent representative selling prepaid legal services and identity theft protection, and owns a CPA firm providing tax preparation, financial statements, and bookkeeping services, dedicating full-time hours to the CPA firm. He also works as a broker selling employee benefits, spending minimal time on this, and is President and CEO of Mosaic Wealth Advisors, LLC, dedicating full-time hours to this role, and is President of Reserve Master Association, Inc, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations6 states
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