TC
TC

Theresa Carmagnola

23 Years of Experience
Fairfield, NJ
Broker

Theresa Carmagnola is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairfield, NJ, with 23 years of industry experience. Theresa 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

Fairfield, NJ

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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

Theresa co-owns Anthony's Pizzeria/APC Enterprises, a restaurant and building ownership business, with her husband but has no duties. She also works as a financial advisor for Freedom Capital Group, LLC, dedicating a full-time commitment to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
March 2021 - May 2021 · 2 mos
UBS Financial Services INC.
February 2014 - April 2021 · 7 yrs 2 mos
UBS Financial Services INC.Broker
February 2014 - April 2021 · 7 yrs 2 mos
Financial Northeastern Securities, INC.
February 2007 - March 2014 · 7 yrs 1 mo
Financial Northeastern Securities, INC.Broker
August 2002 - March 2014 · 11 yrs 7 mos
State Registrations13 states
AZCACOFLMTNJNYOHPATNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.