KA
Keith A. Altobelli
CETERA INVESTMENT ADVISERS LLC
ACWORTH, GA 30101
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CRD#: 4969085
KA
Professional summary
Keith A Altobelli is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Acworth, Georgia and CETERA WEALTH SERVICES, LLC located in Acworth, Georgia.
Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Keith has worked at 4 firms and has passed the Series 66, 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) Fiduciary Appointment-Trustee 159 5th Street~Atlanta~GA~30308~7/17/2017~5hrs~0hrs~Member of Board of Advisors to Fraternity at Georgia Tech, work with Treasurer 2) Altobelli Family LTD Partnership 140 Infantry Way~Marietta~GA~30064~Rental Property Owner/Management~Partner/General Partner~1/10/1998~4hrs~0hrs~Manage family partnership 3) LMH Service DBA Liberty Tax Service 2575 Whitehaven Drive, Ste 130~Marietta~GA~30064~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2000~160hrs~120hrs~Own and Operate Liberty Tax Service franchise office| 4) THE ESTATE OF DANIEL D FIELD POSITION: Executor/Trustee NATURE: Mr. Field is not an Investment client of mine with Avantax, he is a long time tax client and personal friend has asked me to be the executor of his estate. His prior executor passed away earlier this year and I have been approached to become the executor. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2022; 1727 Mars Hill Road, Ste 202, Acworth GA 30101, I will be the executor of his estate and see that his assets are distributed as he wished and in accordance with his will and all the laws of the State of Georgia. 5) Tau Kappa Epsilon Fratenty Inc BOA; Trustee; Other; NIR; 0; 07/17/2017; 159 5th Street Atlanta GA 30308; Member of Board of Advisors to Fraternity at Georgia Tech, work with Treasurer
CRS (Client Relationship Summary) - RIA
Click below to view Keith A Altobelli'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 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1727 Mars Hill Road Ste 202, Acworth, GA 30101RIA
CRD#: 105644
ACWORTH, GA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1727 Mars Hill Road Ste 202, Acworth, GA 30101BD
CRD#: 13572
Acworth, GA
Past
September 28, 2005 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Acworth, GA
Past
July 21, 2005 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Acworth, GA
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(9/5/2025)
RR
Georgia(9/5/2025)
IAR
Georgia(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Acworth, GA 30101TRUST BUT VERIFY
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