SP
SP

Skyler Petruccelli

2 Years of Experience
Springfield, MO
Broker

Skyler Petruccelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 2 years of industry experience. Skyler 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

1445 East Republic Road, Springfield, MO, 65804

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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

Skyler works for KPM CPAs performing administrative and accounting tasks, dedicating about half of their time. Skyler also works for KPM Wealth Advisors as an associate administrator, dedicating about a quarter of their time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Cetera Financial Specialists LLCBroker
March 2024 - Present · 2 yrs 4 mos
State Registrations1 state
MO
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.