Travis Gucciardo is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 7 years of industry experience. Travis 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
Firm Size
IM Fee
Assets Under Management
Location
5422 Bay Center Drive, Suite 130, Tampa, FL, 33609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis is a partner and CPA at Nelson & McKay CPAs LLC, providing accounting and tax services since 2021. This takes nearly all of Travis's time, and he has power of attorney to represent tax clients before the IRS.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations4 states
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