State College, PA South Allen Street 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
117 South Allen Street
State College PA 16801
Advisors at this office
3
Advisors at this office
Anthony D
Series 63, Series 65
State College, PA
Cetera
Anthony Destefano is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior roles include tenures at M&T Securities, LPL Financial, and Truist Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors nationwide.
Kelly W
Series 63, Series 66
State College, PA
Cetera
Kelly Wian is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as an occasional lay speaker leading worship and preaching at the United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party managers across various program structures.
Thomas M
Series 66
State College, PA
Cetera
Thomas Muldoon is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has worked at Cetera and affiliated firms since 2020. Prior to that, he was associated with Pensionmark Securities, Pensionmark Financial Group, CapFinancial Securities, and L.R. Webber Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
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