Mario Saggese is a registered investment advisor, based in Brooklyn, NY, with 23 years of industry experience.
Location
533 Metropolitan Ave., Brooklyn, NY, 11211
Get directionsHistory
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
Mario is a partner in an accounting and tax practice, taking nearly full-time hours. He also engages in various real estate activities, sells insurance products including life, health, and property/casualty, and is president of a cultural and charitable organization.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 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.