CA
CA

Carmine Anzalone

56 Years of Experience
Melville, NY
1 DisclosureBrokerSells Insurance

Carmine Anzalone is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 56 years of industry experience. Carmine 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

1895 Walt Whitman Rd Ste 6, Melville, NY, 11747

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History

Regulatory History (1)
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Customer Dispute
March 2022
Settled
Other Business ActivitiesSells Insurance

Carmine sells fixed insurance products, including life insurance and annuities, as an insurance agent since 2019. He is also an advisor for North Ridge Wealth Planning LLC, dedicating about 10-20% of his time, and owner/president of C.P.A Investors Planning Group, Inc, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
North Ridge Securities CORP.Broker
July 2010 - February 2019 · 8 yrs 7 mos
Nationwide Securities, LLCBroker
August 2008 - July 2010 · 1 yr 11 mos
1717 Capital Management CompanyBroker
December 1969 - August 2008 · 38 yrs 8 mos
State Registrations7 states
CACTFLMDNJNVNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.