Shane Colamarino, financial advisor Latham NY

Shane Colamarino

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Shane J. Colamarino
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,868
    MILLIONS
  • Total Number of Accounts
    78,591
    ACCOUNTS
  • Average Account Value
    $201,910
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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