DC
DC

Drew Catanese

12 Years of Experience
Tampa, FL
BrokerSells Insurance

Drew Catanese is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 12 years of industry experience. Drew 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

1715 N Westshore Boulevard, Suite 260, Tampa, FL, 33607

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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

Drew is the author of "A Pathway to Financial Independence for Young Adults." He also has legacy renewals of fixed insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - January 2022 · 4 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - January 2022 · 4 yrs 10 mos
Msi Financial Services, INC.
January 2017 - March 2017 · 2 mos
Msi Financial Services, INC.Broker
January 2017 - March 2017 · 2 mos
Waddell & Reed
March 2014 - January 2017 · 2 yrs 10 mos
Waddell & ReedBroker
January 2014 - January 2017 · 3 yrs
State Registrations20 states
CACOCTFLGAKSKYMAMDMENCNMNYOHPARISCTNTXVA
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.