Salvatore Bonetti

CETERA INVESTMENT ADVISERS LLC

WINDHAM, ME

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CRD#: 4494241

Professional summary

Salvatore Bonetti, AIF®, ChFC® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Windham, Maine and CETERA WEALTH SERVICES, LLC located in Westbrook, Maine.

Salvatore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Salvatore has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, 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. NAME OF OTHER BUSINESS: CETERA WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Bonetti'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

ChFC^®

Chartered Financial Consultant

Experience

Current

June 30, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 23 Bridgton Road Suite 102, Westbrook, ME 04092

RIA

CRD#: 105644

WINDHAM, ME

Current

June 30, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 23 Bridgton Road Suite 102, Westbrook, ME 04092

CRD#: 13572

WESTBROOK, ME

Past

June 1, 2021 - June 30, 2025

PURSHE KAPLAN STERLING INVESTMENTS

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

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.

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

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

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

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.

CRD#: 6694

SOUTH PORTLAND, ME

Past

February 13, 2002 - September 26, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

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".

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

Florida
(7/2/2025)

Georgia
(7/2/2025)

Maine
(7/11/2025)

IAR

Maine
(7/11/2025)

Minnesota
(7/14/2025)

New Hampshire
(8/5/2025)

North Carolina
(7/14/2025)

South Carolina
(7/14/2025)

Vermont
(7/17/2025)

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 66

Date: 10/21/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/8/2002

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: 2/12/2002

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Salvatore Bonetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Bonetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

INSIGHT FOLIOS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MARINER

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

FINANCIAL BENEFIT SERVICES CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2005

Series 63

Date: 3/8/2002

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/12/2002

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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