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Justin Rzucidlo

3 Years of Experience
Willow Street, PA
BrokerSells Insurance

Justin Rzucidlo is a registered investment advisor at Cetera Investment Advisers LLC, based in Willow Street, PA, with 3 years of industry experience. Justin 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

2733 Willow Street Pike, Willow Street, PA, 17584

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History

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.

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Other Business ActivitiesSells Insurance

Justin provides administrative support to licensed financial professionals at Vision Financial Services LLC and also engages in insurance sales and service through them, dedicating full-time hours to each. He also serves in the PA Army National Guard, spending about 10-20% of his time conducting vehicle maintenance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
January 2023 - February 2025 · 2 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
January 2023 - February 2025 · 2 yrs 1 mo
State Registrations1 state
PA
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.
Justin Rzucidlo - Financial Advisor | TrueAdvisor