Ryan Palmieri
Ryan Palmieri is a registered investment advisor at Cetera Investment Advisers LLC, based in Lexington Park, MD, with 4 years of industry experience. Ryan 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
21945 Three Notch Rd, Suite 106, Lexington Park, MD, 20653
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan owns Palmieri Financial Services, LLC, providing financial services and planning, taking nearly full-time hours. He also works as an insurance producer for Avantax Insurance Agency and sells fixed index annuities, dedicating minimal time to each, and is a tax professional at Karen E. Price Financial Management LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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