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PP

Paul J. Piscitelli

CETERA INVESTMENT ADVISERS
Orlando, FL 32819
Some features on this profile are disabled
CRD#: 2504519
PP

Professional summary

Paul Joseph Piscitelli is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Orlando, Florida and CETERA ADVISORS LLC located in Orlando, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Piscitelli'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

October 30, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 6052 Turkey Lake Rd Ste 101, Orlando, FL 32819
RIA
CRD#: 105644
Orlando, FL
Current

June 22, 2012 - Present

CETERA ADVISORS LLC

Office #1: 6052 Turkey Lake Rd Ste 101, Orlando, FL 32819
BD
CRD#: 10299
Orlando, FL
Past

November 13, 2012 - December 31, 2012

CETERA ADVISORS LLC

RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past

December 13, 2010 - June 29, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
ORLANDO, FL
Past

December 6, 2010 - June 29, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ORLANDO, FL
Past

October 5, 2009 - December 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ORLANDO, FL
Past

October 5, 2009 - December 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ORLANDO, FL
Past

November 5, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
ORLANDO, FL
Past

November 2, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
ORLANDO, FL
Past

April 2, 2007 - November 7, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WINTER PARK, FL
Past

April 2, 2007 - November 7, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WINTER PARK, FL
Past

April 26, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WINTER PARK, FL
Past

April 22, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WINTER PARK, FL
Past

October 20, 2004 - April 28, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
ORLANDO, FL
Past

October 20, 2004 - April 28, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

August 29, 2002 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
WINTER PARK, FL
Past

August 27, 1998 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

May 5, 1995 - August 19, 1998

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 30, 1994 - April 17, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
Florida
(6/22/2012)
IAR
Florida
(10/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/1/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/11/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Orlando, FL 32819

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