ET
ET

Eric Trapasso

19 Years of Experience
Westminster, CA
BrokerSells Insurance

Eric Trapasso is a registered investment advisor at Cetera Investment Advisers LLC, based in Westminster, CA, with 19 years of industry experience. Eric 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
Loading...

Location

Westminster, CA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Eric is an independent insurance agent selling disability, life/accident/health, and long-term care insurance, dedicating a significant amount of time to this activity. He also owns The Trapasso Group LLC, a consulting business assisting veterans, and is an author at TTG Publishing, spending a few hours per week on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Tower Square Securities, INC.
March 2009 - September 2013 · 4 yrs 6 mos
Tower Square Securities, INC.Broker
March 2009 - September 2013 · 4 yrs 6 mos
Metlife Securities INC.
November 2006 - January 2009 · 2 yrs 2 mos
Metlife Securities INC.Broker
October 2006 - January 2009 · 2 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
October 2006 - July 2007 · 9 mos
State Registrations5 states
CAFLHINYTX
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.
Eric Trapasso - Financial Advisor | TrueAdvisor