SM
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Salvatore Mondello
14 Years of Experience
Mattapoisett, MA
1 DisclosureBrokerSells Insurance
Salvatore Mondello is a registered investment advisor, based in Mattapoisett, MA, with 14 years of industry experience.
Location
145 Fairhaven Rod, Suite 1, Mattapoisett, MA, 02739
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Regulatory History (1)
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Customer Dispute
January 2017Denied
Other Business ActivitiesSells Insurance
Salvatore works as a financial advisor through Mondello Financial Services, providing investment guidance and financial planning, essentially full-time. He also works as an insurance agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, taking about half of his time, and as a tax preparer for Coia & Lepore, LTD, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Avantax Advisory Services
October 2023 - September 2025 · 1 yr 11 mos
Citizens Securities, INC.
January 2016 - October 2023 · 7 yrs 9 mos
Citizens Securities, INC.Broker
December 2015 - October 2023 · 7 yrs 10 mos
Eagle Strategies LLC
February 2015 - November 2015 · 9 mos
Nylife Securities LLCBroker
December 2011 - December 2015 · 4 yrs
State Registrations6 states
FLILMAMENHRI
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.