Brandon Pergola, financial advisor Fairfield NJ

Brandon Pergola

CRD Number: 6328460
Current Firm: Cetera Investment Advisers LLC

Brandon Pergola (CRD# 6328460) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services Schaumburg, IL Nov 2020 - Current 1
First Allied Securities, Inc. San Diego, CA Jun 2019 - Current 2
First Allied Advisory Services, Inc. San Diego, CA Jun 2019 - Nov 2020 1
Ep Wealth Management Fairfield, NJ Jun 2018 - Aug 2020 2
Guardian Life Insurance Co Of America Paramus, NJ Apr 2018 - May 2018 < 1
Park Avenue Securities Paramus, NJ Apr 2018 - May 2018 < 1
Guardian Life Insurnace New York, NY Jan 2017 - Mar 2018 1
Park Avenue Securities New York, NY Jan 2017 - Mar 2018 1
Park Avenue Securities Saddle Brook, NJ Aug 2016 - Dec 2016 < 1
Guardian Life Ins Saddle Brook, NJ Apr 2016 - Dec 2016 < 1
New Meadowlands Stadium Co LLC East Rutherford, NJ Mar 2007 - Mar 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Brandon Pergola
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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