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Beth Meszaros

16 Years of Experience
Runnemede, NJ
Broker

Beth Meszaros is a registered investment advisor at Cetera Investment Advisers LLC, based in Runnemede, NJ, with 16 years of industry experience. Beth 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

733 North Black Horse Pike, Runnemede, NJ, 08078

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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 Activities

Beth is a marketing director at Meszaros & Co. CPA, LLC, dedicating nearly full-time hours to this role. She also owns Daisy Knits and Gifts, an Etsy site, and works as an employee for Maison de Fils of NJ, LLC, a needlepoint supply business, and as a notary public.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2011 - Present · 14 yrs 9 mos
Cetera Financial Specialists LLC
October 2009 - Present · 16 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2009 - Present · 16 yrs 7 mos
State Registrations1 state
NJ
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.
Beth Meszaros - Financial Advisor | TrueAdvisor