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Edward Giuliano

15 Years of Experience
Parsippany, NJ
BrokerSells Insurance

Edward Giuliano is a registered investment advisor at Cetera Investment Advisers LLC, based in Parsippany, NJ, with 15 years of industry experience. Edward 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

14 Walsh Dr, Ste 100, Parsippany, NJ, 07054

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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 ActivitiesSells Insurance

Edward works as an agent/broker for Allied Wealth Partners, selling fixed insurance. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2020 - August 2023 · 3 yrs 1 mo
Securian Financial Services, INC.Broker
May 2015 - August 2023 · 8 yrs 3 mos
PrimexBroker
January 2015 - April 2015 · 3 mos
PrimexBroker
June 2011 - December 2014 · 3 yrs 6 mos
Paulson Investment Company, INC.Broker
April 2010 - March 2011 · 11 mos
State Registrations17 states
AZCAFLGAHIMINCNJNVNYORPARISCTXVAWV
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.
Edward Giuliano - Financial Advisor | TrueAdvisor