MD
MD

Marcus Devito

9 Years of Experience
Branford, CT
BrokerSells Insurance

Marcus Devito is a registered investment advisor at Cetera Investment Advisers LLC, based in Branford, CT, with 9 years of industry experience. Marcus 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

Branford, CT

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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 ActivitiesSells Insurance

Marcus sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also owns a real estate holding company, is part owner of an insurance sales business, and is a financial professional for Wooster Square Advisors, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Park Avenue Securities LLC
December 2018 - February 2023 · 4 yrs 2 mos
Park Avenue Securities LLCBroker
December 2018 - February 2023 · 4 yrs 2 mos
Northwestern Mutual Investment Services,llc
March 2017 - November 2018 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
January 2017 - November 2018 · 1 yr 10 mos
State Registrations16 states
CACOCTFLILINMAMDMENYPARITNTXVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marcus Devito - Financial Advisor | TrueAdvisor