YC
YC

Yocasta Carozza

16 Years of Experience
Hooksett, NH
Broker

Yocasta Carozza is a registered investment advisor at Cetera Investment Advisers LLC, based in Hooksett, NH, with 16 years of industry experience. Yocasta 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

1289 Hooksett Road, Hooksett, NH, 03106

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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

Yocasta is the Vice-President of Carozza Eye Care, a family-owned optical store, since 2021. She dedicates a few hours per week to this role and receives no compensation.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
July 2025 - Present · 10 mos
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
March 2021 - March 2025 · 4 yrs
Fidelity Brokerage Services LLCBroker
February 2021 - July 2025 · 4 yrs 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - July 2019 · 1 yr
Strategic Advisers LLC
January 2009 - July 2018 · 9 yrs 6 mos
Fidelity Brokerage Services LLCBroker
March 2008 - July 2019 · 11 yrs 4 mos
State Registrations6 states
CTFLMAMENHVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.