MP
Mark H. Palmerino
CETERA INVESTMENT ADVISERS LLC
Stuart, FL 34996
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CRD#: 3222914
MP
Professional summary
Mark Henry Palmerino, AIF® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Stuart, Florida and CETERA ADVISORS LLC located in Stuart, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mark has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 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) CCR WEALTH MANAGEMENT, SAME AS REGISITERED LOCATION; 40HR/WK, DBA NAME FOR FINANCIAL SERVICES, REP. 2) HARRINGTON MEMORIAL HOSPITAL, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SECRETARY OF THE BOARD OF DIRECTORS. 3) HARRINGTON HEALTHCARE SYSTEM, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SECRETARY OF THE BOARD OF DIRECTORS. 4) HARRINGTON PHYSICIAN SERVICES, NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, EXECUTIVE COMMITTEE, START NOVEMBER 2014, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, SERVE ON THE BOARD OF DIRECTORS. 5) GLOBAL VILLAGE, LLC, NOT INVESTMENT RELATED, 942 MAIN SOUTHBRIDGE, MA 01550, REAL ESTATE, 2/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY 6) HARRINGTON HEALTHCARE , NOT INVESTMENT RELATED, 100 SOUTH STREET, SOUTHBRIDGE, MA 01550, NON-PROFIT BOARD, STARTED 11/2016, POSITION/TITLE/RELATIONSHIP: VICE CHAIRMAN, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, EXECUTIVE COMMITTEE MEETINGS AND OFFER INPUT. 7) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL ADDRESS ; NATURE OF BUSINESS: FLOW THROUGH ENTITY FOR REAL ESTATE ; START DATE:01/2016 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE OF TRUST ; APX NUMBER OF HOURS PER WEEK: 0.25 HRS PER WEEK ; APX NUMBER OF HOURS DURING TRADING HOURS: 0.25 HRS PER WEEK ; BRIEF DESCRIPTION OF DUTIES: TRUSTEE OF REVOCABLE TRUST ; 8) NAME OF OTHER BUSINESS: UMASS MEMORIAL HEALTH, INVESTMENT RELATED: NO, ADDRESS: 55 LAKE AVE., WORCESTER, MA 01655, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2022, POSITION/TITLE/RELATIONSHIP: INVESTMENT AND PENSION COMMITTEE, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: QUARTERLY MEETINGS FOR DUE DILIGENCE OF INVESTMENTS; 9) NAME OF OTHER BUSINESS: COHASSE COUNTRY CLUB, INVESTMENT RELATED: NO, ADDRESS: 393 EASTFORD RD, SOUTHBRIDGE, MA 01550, NATURE OF BUSINESS: COUNTRY CLUB, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN DISCUSSIONS ON WAYS TO IMPROVE CASH FLOW; 10) NAME OF OTHER BUSINESS: PALMERINO PROPERTIES, LLC, INVESTMENT RELATED: NO, ADDRESS: 11 MILLER AVE, TYBEE ISLAND, GA 31328, NATURE OF BUSINESS: REAL ESTATE, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY;
CRS (Client Relationship Summary) - RIA
Click below to view Mark Henry Palmerino'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®
Experience
Current
February 29, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1000 Se Monterey Commons Boulevard Suite 302, Stuart, FL 34996Office #2: 1800 West Park Dr Ste 150, Westborough, MA 01581RIA
CRD#: 105644
Stuart, FL
Current
January 1, 2004 - Present
CETERA ADVISORS LLC
Office #1: 1000 Se Monterey Commons Boulevard Suite 302, Stuart, FL 34996Office #2: 1800 West Park Dr Ste 150, Westborough, MA 01581BD
CRD#: 10299
Stuart, FL
Past
July 10, 2007 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
NEWTON, MA
Past
October 9, 2003 - January 1, 2004
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
May 14, 2001 - September 2, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
June 28, 1999 - May 18, 2001
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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
Connecticut(1/3/2005)
RR
Florida(2/3/2005)
IAR
Florida(2/29/2024)
RR
Maine(2/2/2005)
RR
Massachusetts(1/1/2004)
IAR
Massachusetts(3/21/2024)
RR
New Hampshire(1/3/2005)
RR
New York(2/2/2005)
RR
Rhode Island(2/2/2005)
RR
Texas(1/2/2025)
IAR
Texas(3/28/2025)
RR
Vermont(2/2/2005)
RR
Virginia(1/2/2025)
Exams
State Security Law Exam
State Security Law 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Stuart, FL 34996TRUST BUT VERIFY
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