JP
JP

Joseph Petrovich

12 Years of Experience
Bridgeville, PA
Broker

Joseph Petrovich is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 12 years of industry experience. Joseph 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

1195 Washington Pike, Ste 102, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is an associate at DSF Wealth Management Group, LLC, a financial services DBA, since 2019. This activity takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2019 - June 2021 · 1 yr 11 mos
Voya Financial Advisors, INC.Broker
July 2019 - June 2021 · 1 yr 11 mos
Northwestern Mutual Investment Services,llc
May 2018 - October 2018 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2018 - October 2018 · 5 mos
The Ayco Company,l.p.
April 2011 - October 2016 · 5 yrs 6 mos
Mercer Allied Company, L.P.Broker
March 2011 - October 2016 · 5 yrs 7 mos
State Registrations1 state
PA
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.