BD
BD
Brett Dalessandro
16 Years of Experience
Covington, LA
1 DisclosureBroker
Brett Dalessandro is a registered investment advisor at Cetera Investment Advisers LLC, based in Covington, LA, with 16 years of industry experience. Brett 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
100 Lake Dr, Covington, LA, 70433
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Regulatory History (1)
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Employment Separation After Allegations
April 2015Other Business Activities
Brett is the 100% owner of BMD Investment Properties LLC, a rental property. He also serves as a board member (Vice President) for Metroview Condo Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2018 - Present · 8 yrs 1 mo
Cetera Investment Services LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Capital One Advisors, LLC
July 2016 - March 2018 · 1 yr 8 mos
Capital One Investing, LLCBroker
July 2016 - March 2018 · 1 yr 8 mos
Infinex Investments, INC.
July 2016 - July 2016 · 0 mos
Infinex Investments, INC.Broker
July 2016 - July 2016 · 0 mos
Essex National Securities, LLC
May 2015 - July 2016 · 1 yr 2 mos
Essex National Securities, LLCBroker
May 2015 - July 2016 · 1 yr 2 mos
Essex National Securities, LLCBroker
March 2015 - March 2015 · 0 mos
Essex National Securities, LLC
March 2015 - March 2015 · 0 mos
J.P. Morgan Securities LLC
October 2012 - May 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
State Registrations7 states
ALFLLAMOMSTXVA
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.