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Joseph Pelle

9 Years of Experience
Akron, OH
Broker

Joseph Pelle is a registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 9 years of industry experience. Joseph 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

275 Springside Dr Ste 270, Akron, OH, 44333

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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 Activities

Joseph is a partner at Prosperity Advisors, LLC, spending full-time on financial services. He also has ownership interests in Prosperity Shared Inc, Prosperity Tax Center, LLC, Prosperity Holdings, LLC, and is a Senior Vice President at Prosperity Network of Advisors, dedicating full-time to employer retirement plans and financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
February 2017 - March 2024 · 7 yrs 1 mo
State Registrations16 states
CAFLIDILINKSMAMIMNMONMNYOHSCVAWI
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.