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Ryan Palmieri

Advisor at Cetera

Updated today

Location

Lexington Park, MD 20653

Credentials

Series 66

Industry experience

4 years

About

Ryan Palmieri is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and owns Palmieri Financial Services, LLC, where he provides financial planning and advisory services. He is also involved with Karen E. Price Financial Management LLC, offering tax preparation and financial strategy services. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth investors, institutions, and retirement plans, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

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

21945 Three Notch Rd, Suite 106

Lexington Park, MD 20653

Most active in

Maryland · Texas

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Avantax Advisory Services

2022 - 2025 (3 years)

Avantax Investment Services, Inc

2021 - 2025 (4 years)

Saint Mary's College

2017 - 2021 (4 years)

Karen E. Price Financial Management LLC

2017 - Present (9 years)

Nicolletti's Pizza

2016 - 2017 (1 year)

Saint Mary's Ryken High School

2013 - 2017 (4 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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