AC
AC

Alyssa Caruso

3 Years of Experience
Hackensack, NJ
Broker

Alyssa Caruso is a registered investment advisor at Cetera Investment Advisers LLC, based in Hackensack, NJ, with 3 years of industry experience. Alyssa 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

27 Warren St, Ste 302, Hackensack, NJ, 07601

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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

Alyssa is a financial professional at Kluge Financial Group, LLC, a financial services business, since March 2024. This takes about a quarter of Alyssa's time, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 5 mos
State Registrations2 states
NJNY
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.