Giordanio Nevil is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woburn, MA, with 8 years of industry experience. Giordanio is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
400 Tradecenter, Suite 4920, Woburn, MA, 01801
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Regulatory History
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.
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Giordanio is a co-owner of Peak Path Retirement Advisors, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations16 states
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
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