Carlo Nerko
Carlo Nerko is a registered investment advisor at Cetera Investment Advisers LLC, based in Franklin Square, NY, with 15 years of industry experience. Carlo 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
Franklin Square, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlo owns Nerko Group LLC, a tax and accounting business, dedicating full-time hours to it. He also owns Okren Advisors, LLC, a financial services business (DBA), spending a few hours per week, and Round of Applause, LLC, a wine sales business, also spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations15 states
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