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Shelly Terzolo
23 Years of Experience
Camillus, NY
1 DisclosureBroker
Shelly Terzolo is a registered investment advisor at Cetera Investment Advisers LLC, based in Camillus, NY, with 23 years of industry experience. Shelly 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
240 Township Blvd, Ste 70, Camillus, NY, 13031
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2015Denied
Other Business Activities
Shelly is the owner and president of The Terzolo Financial Group, Inc., providing tax/accounting services and DBA for investment services since 2002. This takes about 20% of Shelly's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2021 - Present · 5 yrs
Cetera Financial Specialists LLCBroker
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
November 2002 - May 2021 · 18 yrs 6 mos
State Registrations19 states
AZCACTDCFLGAHIMEMTNCNMNYPASCVAVTWAWIWV
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.