Joseph T. Antonelli

CETERA INVESTMENT ADVISERS LLC

Charlottesville, VA 22901

Some features on this profile are disabled

CRD#: 1125191

Professional summary

Joseph Thomas Antonelli JR, who also goes by J Thomas Antonelli Jr., Tom Antonelli, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Charlottesville, Virginia and CETERA WEALTH SERVICES, LLC located in El Segundo, California.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Joseph has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J Thomas Antonelli Jr. | Tom Antonelli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: SENIOR WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: STONE RIDGE CONDO ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 910 BEACH GROVE RD ROSELAND VA 22967 NATURE OF BUSINESS: CONDO ASSOCIATION START DATE: 01/1990 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: .01 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: APPROVE EXPENSE INVOICES FOR PAYMENT, REVIEW FINANCIALS, REPORT TO THE BOARD OF DIRECTORS AND OWNERS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Antonelli JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 889 Rio Est Court Suite A, Charlottesville, VA 22901

RIA

CRD#: 105644

Charlottesville, VA

Current

July 14, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245

CRD#: 13572

El Segundo, CA

Past

May 14, 2021 - July 14, 2025

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Charlottesville, VA

Past

March 28, 2019 - July 18, 2025

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTESVILLE, VA

Past

February 20, 2019 - May 20, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARLOTTESVILLE, VA

Past

September 20, 2011 - December 13, 2017

THE CAPITAL MANAGEMENT CORPORATION

RIA

CRD#: 112242

GLEN ALLEN, VA

Past

September 23, 2009 - September 30, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LYNCHBURG, VA

Past

September 1, 2009 - September 30, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

LYNCHBURG, VA

Past

September 24, 1993 - April 15, 2009

FLIPPIN BRUCE & PORTER INC

RIA

CRD#: 105718

LYNCHBURG, VA

Past

November 3, 1987 - March 27, 1990

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

July 6, 1987 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

May 24, 1983 - July 13, 1987

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/23/2025)

Delaware
(8/15/2025)

District of Columbia
(9/11/2025)

Florida
(8/15/2025)

Maryland
(9/23/2025)

Minnesota
(8/19/2025)

Nebraska
(10/24/2025)

New Jersey
(8/14/2025)

North Carolina
(8/27/2025)

North Dakota
(9/18/2025)

Ohio
(9/23/2025)

Oregon
(9/15/2025)

South Carolina
(9/24/2025)

Texas
(8/25/2025)

IAR

Texas
(8/25/2025)

IAR

Virginia
(7/16/2025)

Virginia
(7/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/16/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/23/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/28/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/17/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/2009

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 6/22/1994

Non-Member General Securities Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

Christian Etienne

ALLSTATE FINANCIAL SERVICES, LLC

LINCOLN, NE

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph T. Antonelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Antonelli JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THE CAPITAL MANAGEMENT CORPORATION

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

FLIPPIN BRUCE & PORTER INC

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/16/2019

Series 65

Date: 9/23/1993

Series 7TO

Date: 3/28/2019

SIE

Date: 1/17/2019

Series 7

Date: 8/31/2009

Series 2

Date: 6/22/1994

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors