Domenic Fontana
Domenic Fontana is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in King of Prussia, PA, with 1 years of industry experience. Domenic is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
King of Prussia, PA
Get directionsHistory
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
Domenic is the founder of Fontana Capital Management, a marketing DBA for a broker-dealer, and spends about 10-20% of his time on it. He also sells insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations5 states
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
More Advisors
- Jonathan Jenkins, CFASterling Capital Management LLC
- Kelly Regan, CFPGirard Advisory Services, LLC
- Charles Wilensky, CFPLPL Financial LLC
- Matthew Mcclendon, CFA, CFPEthos Financial Group, LLC
- Issac Gao, ChFCState Farm Investment Management CORP.
- Michael Kypreos, CFASterling Capital Management LLC