Shane ColamarinoCRD Number: 5254236
Current Firm: Cetera Investment Advisers LLC
Shane Colamarino (CRD# 5254236) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 13 years of experience in the finance industry.
The Ayco Company,l.p.
Cetera Investment Advisers LLC
Pks Advisory Services, LLC
|Cetera Investment Advisers LLC||Latham, NY||Jun 2019 - Current||1|
|Cetera Investment Services LLC||St. Cloud, MN||Jun 2019 - Current||1|
|Foresters Advisory Services LLC||Albany, NY||Mar 2013 - Jun 2019||6|
|Foresters Financial||Albany, NY||Oct 2012 - Jun 2019||6|
|First Investors Corp||Albany, NY||Oct 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management15,868MILLIONS
Total Number of Accounts78,591ACCOUNTS
Average Account Value$201,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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