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Yolanta Rondinelli

2 Years of Experience
Glastonbury, CT
BrokerSells Insurance

Yolanta Rondinelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Glastonbury, CT, with 2 years of industry experience. Yolanta 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

95 Glastonbury Blvd, Suite 210, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Yolanta is a client service manager at Reed Financial Planning Services, LLC, dedicating about a quarter of her time. She also works as an insurance agent selling fixed insurance products with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
May 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2023 - June 2023 · 0 mos
State Registrations1 state
CT
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.