Jerry Lack
Jerry Lack is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pittsford, NY, with 16 years of industry experience. Jerry 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
1150 Pittsford-Victor Road Ste A, Pittsford, NY, 14534
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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
Jerry is treasurer for Damascus Shriners and oversees operations for Damosque LTD. He is also an insurance officer for Canandaigua National Bank, works with CNB Trust Services, is Chairman of the Board for Inspiration Lodge 109, and is a member of the Board of Directors at CNB Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
MML Investors Services, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
M&t Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 states
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