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John Anthony Vicari

Cetera Investment Advisers LLC

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About John Anthony Vicari

John Anthony Vicari is a financial advisor at Cetera Investment Advisers LLC. John Vicari has been in the industry since 1982. The advisor is registered in Connecticut, Florida, and New York. The advisor is also registered with FINRA and the SEC. John Vicari has a Series 6, 7, 24, 52, 63, and 65 licenses. John Vicari provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Cetera Investment Advisers LLC is headquartered in Schaumburg, Illinois and manages approximately $104,468,595,111 in assets.

Firm Information

John Vicari is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Vicari’s Registration & Firm History

FL

10/28/2020 - Present

Cetera Investment Advisers LLC (NAPLES FL)

FL

12/09/2008 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (NAPLES FL)

NY

01/24/1995 - 12/09/2008

FIRST MONTAUK SECURITIES CORP. (CENTER MORICHES NY)

NA

10/03/1994 - 02/24/1995

MERIDIAN, DUNHILL & CO., INC.

NY

03/28/1990 - 10/03/1994

DUNHILL EQUITIES, INC. (GARDEN CITY NY)

NY

05/14/1988 - 04/12/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

01/02/1987 - 05/14/1988

E. F. HUTTON & COMPANY INC

NA

09/13/1982 - 01/07/1987

DAVID LERNER ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 6/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/11/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/6/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 2/25/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 8/6/1982

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Anthony Vicari. Review regulatory record here.
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