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Adam Tarantino

18 Years of Experience
Mechanicsburg, PA
Broker

Adam Tarantino is a registered investment advisor at Cetera Investment Advisers LLC, based in Mechanicsburg, PA, with 18 years of industry experience. Adam 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

5 Kacey Ct, Suite 101, Mechanicsburg, PA, 17055

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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 Activities

Adam is a Sales Manager/Compliance Officer at BAR Financial, LLC, dedicating about a quarter of his time to this role. He also umpires baseball games for Cumberland Valley Umpires Association and PIAA Baseball, spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2017 - Present · 8 yrs 7 mos
Cetera Investment Services LLCBroker
September 2016 - Present · 9 yrs 8 mos
Cetera Wealth Services, LLC
June 2007 - Present · 18 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2016 - October 2016 · 1 mo
Cetera Advisor Networks LLC
October 2011 - June 2023 · 11 yrs 8 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.