Altoona, PA 11th Ave Lower Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
1425 11th Ave Lower Level
Altoona PA 16601
Advisors at this office
4
Advisors at this office
Michael E
Series 63, Series 65
Altoona, PA
Cetera
Michael Eckenrode is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Summit Financial Group, among other firms. Outside of his advisory role, he serves as an auditor for East Carroll Township and is involved with a minor construction business and nonprofit camp treasury duties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, leveraging a multi-manager platform with discretionary and non-discretionary authorities across diverse program structures.
John F
Series 66
Altoona, PA
Cetera
John Fiore is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Raymond James Financial. Outside of his advisory work, he owns Fiore Private Wealth, LLC, a business operating as a DBA for financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.
Andrew B
Series 63, Series 65
Altoona, PA
Cetera
Andrew Boyd is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Cetera Wealth Services since 2019 and previously at Willis Towers Watson and Summit Financial Group. Outside of his advisory role, Boyd serves as treasurer for Ligonier Church of the Brethren, managing the church’s finances and bookkeeping. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.
George D
Series 63, Series 65
Altoona, PA
Cetera
George Delbaggio Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera since 2015, including Cetera Wealth Services, LLC since 2019, and was previously with Summit Financial Group Inc. Outside of his advisor role, he owns Periwinkle Stables, LLC, a horse barn managed for his family’s use. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.
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