JG
CFP
JG
CFP

Justin Giuliano

13 Years of Experience
Westborough, MA
BrokerSells Insurance

Justin Giuliano is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 13 years of industry experience. Justin 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

1800 West Park Dr Ste 150, Westborough, MA, 01581

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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 ActivitiesSells Insurance

Justin sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week. He also works as a financial professional for CCR Wealth Management, spending about a quarter of his time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Advisors LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
Triad Advisors LLCBroker
June 2019 - March 2020 · 9 mos
Finivi INC.
April 2019 - January 2022 · 2 yrs 9 mos
Voya Financial Advisors, INC.
May 2015 - March 2019 · 3 yrs 10 mos
Voya Financial Advisors, INC.Broker
February 2015 - March 2019 · 4 yrs 1 mo
Voya Financial Partners, LLCBroker
July 2013 - February 2015 · 1 yr 7 mos
Ing Financial Advisers, LLCBroker
August 2011 - March 2012 · 7 mos
State Registrations25 states
ALAZCACOCTDCFLGAHIKYMAMEMIMONCNHNJNYOHPARISCTNTXVA
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.
Justin Giuliano - Financial Advisor | TrueAdvisor