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Brian Scaletta

Advisor at Cetera

Updated today

Location

Johnstown, PA 15905

Credentials

Series 66

Industry experience

22 years

About

Brian Scaletta is a financial advisor with Cetera in Johnstown, PA, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Avantax and Equity Services, Inc., as well as ownership of Scaletta Financial, LLC and leadership at Scaletta CPA & Associates, PC. Outside of finance, he performs as a percussionist for acoustic and band acts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services with a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

121 Langhorne Ave

Johnstown, PA 15905

Most active in

Pennsylvania

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Insurance Agency, LLC

2023 - 2025 (2 years)

Avantax Advisory Services

2023 - 2025 (2 years)

Avantax Investment Services Inc.

2023 - 2025 (2 years)

Brian Scaletta

2023 - Present (3 years)

Scaletta Financial, LLC

2018 - Present (8 years)

Scaletta CPA & Associates, PC

2012 - 2019 (7 years)

Equity Services, Inc.

2003 - 2023 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Wealth management
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Johnstown, PA

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