AL
CFA
AL
CFA

Adam Landolfi

14 Years of Experience
Altoona, PA
BrokerSells Insurance

Adam Landolfi is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Altoona, PA, with 14 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

224 Union AVENUE, Altoona, PA, 16602

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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

Adam is a 100% owner of Iron Way Wealth Management LLC, providing financial advisory services as an independent contractor to Guy Landolfi, CPA. He also works as an assistant golf coach at The Pennsylvania State University, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2017 - June 2023 · 5 yrs 7 mos
Girard Securities, INC.
April 2012 - November 2017 · 5 yrs 7 mos
Girard Securities, INC.Broker
February 2012 - November 2017 · 5 yrs 9 mos
State Registrations8 states
CACOFLMDNCNJPAVA
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.
Adam Landolfi - Financial Advisor | TrueAdvisor