Latrobe, PA Lloyd Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
752 Lloyd Ave
Latrobe PA 15650
Advisors at this office
4
Advisors at this office
Darren S
Series 66
Latrobe, PA
Cetera
Darren Smith is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services and Commercial Bank and Trust of PA. Outside of his advisory role, he is involved as a junior financial professional at Pakos Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with various discretionary and non-discretionary program options.
Tyler P
Series 66
Latrobe, PA
Cetera
Tyler Pakos is a financial advisor with Cetera in Latrobe, PA, holding a Series 66 designation and four years of industry experience. He also serves as a partner and owner of MNDFL Meal Prep, a business producing and delivering single-serve healthy meals. Pakos has been involved with Pakos Wealth Management, Inc. since 2022 and provides consulting services for Parquette, Shaffer & Associates CPAs, PC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing both discretionary and non-discretionary program structures.
Christopher P
Series 63
Latrobe, PA
Cetera
Christopher Pakos is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has served in various roles including president of Pakos Wealth Management, Inc., consultant at Parquette and Associates, CPAs, and owner of an accounting and tax preparation business. His background also includes extensive experience with Avantax and Cetera-affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors.
Curtis C
Latrobe, PA
Cetera
Curtis Colaianne is a financial advisor with Cetera in Latrobe, PA. He holds CPA credentials and has experience in accounting and tax services through multiple associated firms, including Colaianne & Company CPA, PLLC, Ron Miller CPA, PLLC, Colaianne Rizzo & Associates LLC, and CNC Accounting. He also serves as chair of the finance committee at Paradise Church in Latrobe. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad client base ranging from individual investors to institutional accounts, utilizing multiple program structures and a multi-manager platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)