MS
CFP
MS
CFP

Marc Servodio

17 Years of Experience
Fairlawn, OH
BrokerSells Insurance

Marc Servodio is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fairlawn, OH, with 17 years of industry experience. Marc 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

123 S Miller Rd Ste 100, Fairlawn, OH, 44333

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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

Marc is involved in several outside business activities, including networking groups, youth mentoring, and serving on the board of directors for Goodwill Industries and the advisory board for the University of Akron's Department of Economics. He also works as a financial professional for Vita Advisors, LLC, dedicating about a quarter of his time, and sells fixed annuities as an insurance agent, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2008 - Present · 17 yrs 9 mos
Previous Registrations
Springside Partners LLC
April 2016 - October 2018 · 2 yrs 6 mos
Cetera Advisors LLC
May 2011 - March 2024 · 12 yrs 10 mos
State Registrations20 states
ARAZCACODCFLGAILMDMEMINCNYOHORPASCTXVAWA
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.