Marcia Geltman
Marcia Geltman is a registered investment advisor at Cetera Investment Advisers LLC, based in Mount Arlington, NJ, with 17 years of industry experience. Marcia 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
Firm Size
IM Fee
Assets Under Management
Location
200 Valley Road, Suite 300, Mount Arlington, NJ, 07856
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marcia sells Fixed Indexed Annuities (FIAs) and dedicates minimal time to this. She also participates in various community activities, including the Randolph Chamber of Commerce, The Growing Stage children's theater, and a public lecture series at FDU, and is a referring advisor for Nisivoccia Wealth Advisors, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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