BA
BA

Brad Arnone

10 Years of Experience
Buffalo, NY
BrokerSells Insurance

Brad Arnone is a registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 10 years of industry experience. Brad 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

670 Abbott Rd, Buffalo, NY, 14220

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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

Brad sells fixed insurance products, including life, health, disability, annuities, and long-term care, taking nearly full-time hours. He also engages in financial services through Crane Capital Group, Inc. and owns rental property, dedicating minimal time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
August 2015 - Present · 10 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
State Registrations8 states
AZCAFLMDMINCNVNY
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.
Brad Arnone - Financial Advisor | TrueAdvisor