North Royalton, OH Wallings Rd 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
5171 Wallings Rd Ste 130
North Royalton OH 44133
Advisors at this office
4
Advisors at this office
Robert M
Series 66
North Royalton, OH
Cetera
Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.
Jennifer L
Series 63
North Royalton, OH
Cetera
Jennifer Lemassena is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2013 and continued her affiliation with Cetera after 2024. Outside of advising, she also works as an administrative assistant at Legacy Financial Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
Kimberly H
Series 66
North Royalton, OH
Cetera
Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.
Steve N
North Royalton, OH
Cetera
Steve Napier is a financial advisor at Cetera with 25 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and is the owner of Legacy Financial Associates, a financial services firm established in 2006. Outside of his advisory work, Napier is a firearms instructor teaching safe handling and shooting skills. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party managers and diverse program options.
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