TG
Terri A. Goleno
CETERA INVESTMENT ADVISERS LLC
Lakeland, FL 33815
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CRD#: 2633208
TG
Professional summary
Terri Ann Goleno is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lakeland, Florida and CETERA WEALTH SERVICES, LLC located in Lakeland, Florida.
Terri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Terri has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 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) Fiduciary Appointment Trustee 1921 Del Crest Pl Lakeland FL 33803 5/25/2018 10hrs~10hrs Disburse income from the trust to beneficiary and principal if needed; pay bills of trust 2) BARBARA F NALLY FAMILY TRUST POSITION: Co-Trustee NATURE: act jointly to perform all trustee duties INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/31/2020 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, DESCRIPTION: My duties as trustee are to consult with attorney and co-trustee, Christy F Harris, in all decisions 3) Nally Properties LLC; Member- Mgmt Advisory Bdrdd; Management Advisory Board was created upon the death and incapacity of two of the original owners of Nally Properties, LLC, per the operating agreement of the LLC; NIR; HRS 1; HRS 1; 10/19/2016; Lakeland FL; The Nally Properties, LLC Management Advisory Board is comprised of the remaining 40% owner, the LLC's attorney, the LLC's investment advisor, and me as the LLC's CPA. 4) TERRI A GOLENO CPA POSITION: Owner NATURE: Tax and Accounting CPA Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 07/01/2023 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Supervise all tax and accounting work, prepare tax returns and accounting reports, provide tax and accounting advice. 5) TERRI A GOLENO RENTAL ACTIVITY POSITION: Owner of right to lease building NATURE: Terri A Goleno will have the sole right to lease the property at 726 S Missouri Av, Lakeland, FL 33815, and take on all responsibility for the expenses of the property, effective July 1, 2023. The property will still be owned by Robert C Cheatham and Susan Jill Cheatham 50% and Terri A Goleno 50%. Through June 30, 2023, rental activity was reported through OBA Dream on Partnership, which will cease to exist. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2023 ADDRESS: 726 S Missouri Ave, Lakeland FL 33815, United States DESCRIPTION: Maintain the property at 726 S Missouri and collect and account for rent and related expenses. Tenant will be Cheatham and Fyock Accounting & Tax LLC
CRS (Client Relationship Summary) - RIA
Click below to view Terri Ann Goleno'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
September 10, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 726 S Missouri Ave, Lakeland, FL 33815Office #2: 1921 Del Crest Place, Lakeland, FL 33803RIA
CRD#: 105644
Lakeland, FL
Current
September 6, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 726 S Missouri Ave, Lakeland, FL 33815BD
CRD#: 13572
LAKELAND, FL
Past
January 30, 1996 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAKELAND, FL
Past
August 22, 1995 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAKELAND, FL
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(9/6/2025)
IAR
Florida(9/10/2025)
RR
Georgia(9/6/2025)
RR
Iowa(9/6/2025)
RR
Nevada(9/6/2025)
RR
Tennessee(9/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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#: 105644Lakeland, FL 33815TRUST BUT VERIFY
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