June A. Bolton

CETERA INVESTMENT ADVISERS LLC

NORTH ROYALTON, OH 44133

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CRD#: 1324927

Professional summary

June Ann Bolton, AIF®, who also goes by June Stadalsky, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in North Royalton, Ohio and CETERA ADVISORS LLC located in Strongsville, Ohio.

June is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. June has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

June Stadalsky

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.) FAMILY WEATLH MANAGEMENT; DBA. 2.) BOLTON CAPITAL MANAGEMENT. PRESIDENT. HOLDING COMPANY/TAX/BILL PAYMENT ENTITY. START DATE 1/1/2005.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view June Ann Bolton'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 12, 2020 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 13385- C West 130th Street, North Royalton, OH 44133

RIA

CRD#: 105644

NORTH ROYALTON, OH

Current

September 8, 2022 - Present

CETERA ADVISORS LLC

Office #1: 11925 Pearl Road, Suite 102,, Strongsville, OH 44136

CRD#: 10299

Strongsville, OH

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

NORTH ROYALTON, OH

Past

March 13, 2006 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

Strongsville, OH

Past

November 5, 2004 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

Strongsville, OH

Past

November 1, 2000 - November 16, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AKRON, OH

Past

July 31, 1998 - November 16, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

December 19, 1984 - August 5, 1998

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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

Alabama
(9/8/2022)

Arizona
(9/8/2022)

California
(9/8/2022)

Colorado
(9/8/2022)

Delaware
(4/6/2023)

Florida
(9/8/2022)

Georgia
(9/8/2022)

Indiana
(9/8/2022)

Louisiana
(9/11/2023)

Maryland
(9/8/2022)

Michigan
(9/8/2022)

IAR

Ohio
(11/12/2020)

Ohio
(9/8/2022)

Pennsylvania
(9/8/2022)

Tennessee
(9/8/2022)

Virginia
(9/8/2022)

Washington
(9/8/2022)

Wisconsin
(3/11/2025)

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

IAR

Series 65

Date: 5/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 6/14/2005

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 6/7/2005

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

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

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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)

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.

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June A. Bolton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view June Ann Bolton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/1999

Series 63

Date: 2/5/1985

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/15/1984

Series 9

Date: 6/14/2005

Series 10

Date: 6/7/2005

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

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