Sergio Nativi, financial advisor Stuart FL
93 score

Sergio Nativi

CRD Number: 5422976
Current Firm: Cetera Investment Advisers LLC

Sergio Nativi (CRD# 5422976) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stuart, FL and has over 5 years of experience in the finance industry.

Similar Advisors
Robert Silvani, financial advisor Stuart FL
Robert E. Silvani
CRD# 1009276
Morgan Stanley
Score
98
Similar Advisors
James Anna, financial advisor Stuart FL
James Anna
CRD# 2139200
Legend Advisory Corporation
Score
96
Similar Advisors
Mary Askland, financial advisor Stuart FL
Mary G. Askland
CRD# 3038660
Lincoln Financial Advisors Corporation
Score
96
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Nov 2010 - Current 6
Bridge Financial Stuart, FL Sep 2008 - Current 8
Cetera Financial Specialists LLC Schaumburg, IL Sep 2008 - Current 8
Royal Alliance Associates, Inc. Palm Beach Gardens, FL Sep 2007 - Sep 2008 1
J Fischer And Associates Palm Beach Gardens, FL Jan 2007 - Sep 2008 1
Loan To Learn Sterling, VA Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Sergio V. Nativi
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.