JA
CFP
JA
CFP

Joanne Amorosi

21 Years of Experience
Bethel, CT
Broker

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.

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

2 Stony Hill Road, Suite 208, Bethel, CT, 06801

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2026 - Present · 2 mos
Cetera Wealth Services, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
MML Investors Services, LLC
June 2024 - August 2026 · 2 yrs 2 mos
MML Investors Services, LLCBroker
June 2024 - August 2026 · 2 yrs 2 mos
MML Investors Services, LLC
June 2021 - December 2023 · 2 yrs 6 mos
MML Investors Services, LLCBroker
October 2004 - December 2023 · 19 yrs 2 mos
State Registrations2 states
CTNY
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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