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Pat M
Series 63
Garden City, NY
Cetera
Pat Mallozzi is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and possessing 27 years of industry experience. He has a long career including roles at Avantax and Shelterpoint Life Insurance Company, and he is also president of Mallozzi & Dwyer CPAs P.C., an accounting firm established in 1984. Outside of advising, he serves as a trustee for family trusts and is involved in real estate ventures and tax preparation. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, with access to both affiliated and third-party managers and various program structures.
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