Saint Petersburg, FL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,217 advisors across 5,122 offices

Location

Saint Petersburg FL

Advisors at this office

3

Advisors at this office

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John M

CFP®, Series 66

Saint Petersburg, FL

Cetera

John Mcnulty is a CFP® professional with 24 years of experience in the financial industry. He joined Cetera in 2025 following a 23-year tenure at Avantax Advisory Services and has operated McNulty & Associates since 1992, providing tax, accounting, and business consulting services. Outside of financial advising, he serves as a board member for the Evanston Fourth of July Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, access to third-party managers, and a wide range of program structures supported by a large national network of advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian M

Series 66

Saint Petersburg, FL

Cetera

Brian Martin is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has held roles at multiple firms, including Spinnaker Resorts and Intuit, where he provides tax preparation services. He also serves as an insurance agent for fixed insurance products and acts as an external financial consultant for a luxury vacation resort. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides discretionary and non-discretionary portfolio management and access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sarah S

Series 66

St Petersonberg, FL

Cetera

Sarah Stephenson is a financial advisor at Cetera with nine years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James and McKinsey and Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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