LB
Lawrence Buccheri
CETERA INVESTMENT ADVISERS LLC
WALL, NJ 07719
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CRD#: 1257214
LB
Professional summary
Lawrence Buccheri is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wall, New Jersey and CETERA WEALTH SERVICES, LLC located in Wall, New Jersey.
Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Lawrence has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)MARG FIXED INSURANCE POSITION: Partner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2002 ADDRESS: , Wall NJ , United States DESCRIPTION: Partner 2) MARG FOUNDATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: , Wall NJ , United States DESCRIPTION: Member 3) MID ATLANTIC RCOURCE GROUP SOUTH LLC POSITION: Officer NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2004 ADDRESS: , Wall NJ , United States DESCRIPTION: Officer 4) MID MONMOUTH FINANCIAL CONCEPTS POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1975 ADDRESS: , Wall NJ , United States DESCRIPTION: Owner 5) MONMOUTH MUSEUM BOARD OF TRUSTEES POSITION: Director NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 10/18/2019 ADDRESS: , Lincraft NJ , United States DESCRIPTION: Director 6) MID ATLANTIC BENEFITS STRATEGIES POSITION: Partner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1990 ADDRESS: 1800 Route 34, Bldg 2 Suite 201, Wall NJ 07719, United States DESCRIPTION: Employee benefit firm providing health care and ancillary benefits to employers and employees. Management of this division reports to me as CEO of the entire entity,Mid Atlantic Resource Group, llc 7) MID ATLANTIC RESOURCE GROUP CPE CLUB POSITION: Advisory Board NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 1800 Route 34, Building Two, Suite 201 NJ 07719, United States DESCRIPTION: The CPE Club will provide CPE credits to CPAs offering various subject matter pertinent to accounting practices. 8) NAME OF OTHER BUSINESS: MID ATLANTIC RESOURCE GROUP, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/1987; POSITION/TITLE/RELATIONSHIP: CEO/MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: 1800 EQUITY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY - NO DUTIES;
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Buccheri's 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®
NoneExperience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1800 Route 34 Bldg 2 Ste 201, Wall, NJ 07719RIA
CRD#: 105644
WALL, NJ
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1800 Route 34 Building 2 Suite 201, Wall, NJ 07719BD
CRD#: 13572
Wall, NJ
Past
June 21, 2002 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WALL, NJ
Past
December 10, 1986 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
WALL, NJ
Past
June 20, 1984 - September 15, 1986
IRG SECURITIES, INC.
BD
CRD#: 4182
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Alabama(8/10/2023)
RR
Arizona(8/10/2023)
RR
California(8/10/2023)
RR
Connecticut(8/10/2023)
RR
Delaware(8/10/2023)
RR
District of Columbia(8/10/2023)
RR
Florida(8/11/2023)
RR
Georgia(7/1/2024)
RR
Hawaii(8/10/2023)
RR
Idaho(8/10/2023)
RR
Illinois(8/10/2023)
RR
Indiana(8/10/2023)
RR
Kentucky(8/10/2023)
RR
Louisiana(8/10/2023)
RR
Maine(8/10/2023)
RR
Maryland(8/10/2023)
RR
Massachusetts(8/10/2023)
RR
Michigan(7/23/2024)
RR
Minnesota(4/1/2024)
RR
Missouri(8/10/2023)
RR
Nevada(8/10/2023)
RR
New Hampshire(8/10/2023)
RR
New Jersey(8/10/2023)
IAR
New Jersey(8/10/2023)
RR
New Mexico(8/10/2023)
RR
New York(8/10/2023)
RR
North Carolina(8/10/2023)
RR
Ohio(8/10/2023)
RR
Oklahoma(4/1/2024)
RR
Pennsylvania(8/10/2023)
RR
Rhode Island(8/10/2023)
RR
South Carolina(8/10/2023)
RR
Tennessee(1/10/2024)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Utah(8/10/2023)
RR
Vermont(8/10/2023)
RR
Virginia(8/10/2023)
RR
Washington(6/24/2024)
RR
Wyoming(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Wall, NJ 07719TRUST BUT VERIFY
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Contact information
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