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Luciano G Prestonise

Advisor at Cetera — Hackettstown, NJ

Updated today

Credentials

Series 66

Experience

15 years

Location

Hackettstown, NJ

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,124 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Luciano Prestonise is a financial advisor with Cetera who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at multiple firms such as Commonwealth Financial Network, Madison Avenue Securities, and Independent Financial Group prior to joining Cetera. He is also a member of the US Army Reserve. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that provides advisors with access to affiliated and third-party investment managers.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Hackettstown, NJ

Hackettstown NJ

Advisors at this office

1

Most active in

New Jersey

Work history

15 years of industry experience

Cetera Investment Services Llc

2026 - Present • 1 year

St Cloud, MN

Cetera Financial Specialist LLC

2026 - Present • 1 year

Schaumburg, IL

Cetera Investment Advisors

2026 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

Cetera ADVISORS LLC

2026 - Present • 1 year

Greenwood Village, CO

US Army reserve

2026 - Present • 1 year

Fallbrook, CA

Unemployed

2026 - 2026 • 1 year

San Diego, CA

Tek Systems

2025 - 2026 • 1 year

Hanover, MD

CUSO Financial Services, LP

2024 - 2025 • 1 year

San Diego, CA

Grove Point Investments LLC

2024 - 2025 • 1 year

Rockville, MD

EquityZen Securities LLC

2024 - 2024 • 1 year

New York, NY

LawTrades

2024 - 2024 • 1 year

New York, NY

Unemployed

2024 - 2024 • 1 year

San Diego, CA

Foreside Global Services, LLC

2024 - 2024 • 1 year

Econdido, CA

Sterling Capital Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

Northern Funds Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

MGI Funds Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

Perpetual Americas Funds Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

IMST Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

Foreside Funds Distributors LLC

2022 - 2024 • 2 years

Escondido, CA

Foreside Financial Services, LLC

2022 - 2024 • 2 years

Escondido, CA

Foreside Distribution Services, L.P.

2022 - 2024 • 2 years

Escondido, CA

Funds Distributor, LLC

2022 - 2024 • 2 years

Escondido, CA

Foreside Fund Services, LLC

2022 - 2024 • 2 years

Escondido, CA

Quasar Distributors, LLC

2022 - 2024 • 2 years

Escondido, CA

Compass Distributors, LLC

2022 - 2023 • 1 year

Escondido, CA

ACA Global

2022 - 2024 • 2 years

Escondido, CA

Revolut Securities

2022 - 2022 • 1 year

New York, NY

Commonwealth Financial Network

2020 - 2022 • 2 years

San Diego, CA

Madison Avenue Securities, LLC

2019 - 2020 • 1 year

San Diego, CA

Independent Financial group

2016 - 2019 • 3 years

San Diego, CA

Disclosures

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

Business activities & affiliations

user avatar

Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
user avatar

J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
user avatar

Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Douglas Robb Jr. is the sole advisor at ABC Wealth Inc, an independent investment advisory firm based in Long Valley, NJ. He holds the Series 63 and Series 65 credentials and has 31 years of industry experience. In addition to his advisory work, Robb operates an affiliated insurance practice as a licensed insurance agent. ABC Wealth Inc primarily serves individual clients, offering discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and commonly implements portfolios through sub-advisors and third-party money managers, providing financial planning at no additional cost and conducting regular reviews of client investments.

Private / alternative investments Retirement income strategy Options & derivatives strategies
user avatar

Matthew T

CFA®, Series 63

Bernardsville, NJ

Mountainpoint Investment Advisors

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Wealth management
user avatar

Michael M

CFP®, Series 63, Series 65

Hackettstown, NJ

The Financial Planning Center, LLC

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

Retirement income strategy Long-term care insurance Life insurance needs analysis Charitable giving & philanthropy Business exit / sale strategy Executive Founder/Business Owner
user avatar

Desi D

CFP®, Series 66

Chester, NJ

Dimaio Private Wealth, LLC

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Wealth management
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