Paul Contreri
Paul Contreri is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Florham Park, NJ, with 44 years of industry experience. Paul 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
25A Vreeland Rd Ste 303, Florham Park, NJ, 07932
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Paul sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He also prepares tax returns for friends and family free of charge, dedicating minimal time to this activity, and volunteers at a homeless shelter a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pennsylvania Securities CompanyBroker
State Registrations40 states
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