Jeremy Merlino
Jeremy Merlino is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sparks, NV, with 15 years of industry experience. Jeremy 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
1301 N Mccarran Ste 102, Sparks, NV, 89431
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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
Jeremy sells fixed insurance products, including life, annuities, and long-term care, dedicating a few hours per week. He also works full-time as a registered representative, CFP, and financial advisor at American River Wealth Management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations18 states
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