HM
HM
Halle Macerelli
7 Years of Experience
Parrish, FL
Broker
Halle Macerelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Parrish, FL, with 7 years of industry experience. Halle 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
Loading...
Location
Parrish, FL
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Financial Specialists LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Advisors LLCBroker
March 2023 - Present · 3 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2023 - June 2023 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - February 2023 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - February 2023 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
September 2019 - April 2021 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
July 2019 - April 2021 · 1 yr 9 mos
Private Client Services, LLCBroker
August 2018 - July 2019 · 11 mos
LPL Financial LLCBroker
May 2018 - August 2018 · 3 mos
State Registrations2 states
CAFL
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.