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Shelly Terzolo
23 Years of Experience
Cicero, NY
1 DisclosureBroker
Shelly Terzolo is a registered investment advisor at Cetera Investment Advisers LLC, based in Cicero, NY, with 23 years of industry experience. Shelly is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
6221 Ny 31, Ste 103, Cicero, NY, 13039
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 1 mo
Cetera Financial Specialists LLCBroker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Avantax Investment Services, INC.Broker
November 2002 - May 2021 · 18 yrs 6 mos
State Registrations21 states
AZCACTDCFLGAHIINMDMEMTNCNMNYPASCVAVTWAWIWV
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.
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