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Salvatore Bonetti

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CRD#: 4494241
SB
Salvatore Bonetti

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Salvatore Bonetti, AIF®, ChFC® was a registered financial professional .

Salvatore is a previously registered financial professional and started their career in finance in 2002. Salvatore had worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

ChFC®

Chartered Financial Consultant

Experience

Past

June 30, 2025 - July 13, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WINDHAM, ME
Past

June 30, 2025 - July 10, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WESTBROOK, ME
Past

June 1, 2021 - June 30, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Windham, ME
Past

May 20, 2021 - July 1, 2025

INSIGHT FOLIOS

RIA
CRD#: 174411
CHARLOTTE, NC
Past

March 25, 2017 - June 3, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FALMOUTH, ME
Past

March 25, 2017 - June 2, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FALMOUTH, ME
Past

June 8, 2015 - March 6, 2020

MARINER

RIA
CRD#: 151664
FALMOUTH, ME
Past

February 10, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
FALMOUTH, ME
Past

February 9, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
FALMOUTH, ME
Past

June 1, 2009 - January 26, 2015

MORGAN STANLEY

RIA
CRD#: 149777
PORTLAND, ME
Past

June 1, 2009 - January 26, 2015

MORGAN STANLEY

BD
CRD#: 149777
PORTLAND, ME
Past

June 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PORTLAND, ME
Past

June 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PORTLAND, ME
Past

August 1, 2006 - June 5, 2008

CETERA ADVISORS LLC

RIA
CRD#: 10299
PORTLAND, ME
Past

August 1, 2006 - June 5, 2008

CETERA ADVISORS LLC

BD
CRD#: 10299
PORTLAND, ME
Past

November 29, 2005 - August 14, 2006

FINANCIAL BENEFIT SERVICES CORPORATION

RIA
CRD#: 118379
PORTLAND, ME
Past

October 26, 2005 - August 2, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
SOUTH PORTLAND, ME
Past

September 20, 2005 - August 2, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SOUTH PORTLAND, ME
Past

February 13, 2002 - September 26, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/12/2002
General Securities Representative Examination

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)
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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 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#: 105644

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