Marguerite Moisio
Marguerite Moisio is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 19 years of industry experience. Marguerite 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
701 Poydras Street, New Orleans, LA, 70139
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Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
Marguerite is a board member and governance committee chair for Raintree Children's Services, president of the board for Young Audiences of LA, and a board member at large and member of the recruiting committee for Young Audiences Arts for Learning. These activities take a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 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.