Joanne Amorosi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bethel, CT, with 21 years of industry experience. Joanne 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.
2 Stony Hill Road, Suite 208, Bethel, CT, 06801
Get directionsNo 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 →Joanne owns a simple rental property on Fripp Island, South Carolina, since 2013. She dedicates minimal time to this activity, with no time spent during SEC trading hours.
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.