Andrew G. Bonetti
CETERA INVESTMENT ADVISERS LLC
WESTBOROUGH, MA 01581
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CRD#: 5180953
Professional summary
Andrew G Bonetti, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Westborough, Massachusetts and CETERA ADVISORS LLC located in Westborough, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrew has worked at 3 firms and has passed the Series 63, Series 65, 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. DBA CCR WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 8/2016, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 2. NAME OF OTHER BUSINESS: BAYPATH HUMANE SOCIETY OF HOPKINTON ; INVESTMENT RELATED: NO ; ADDRESS: 500 LEGACY FARMS, HOPKINTON, MA 01748 ; NATURE OF BUSINESS: DOG AND CAT SHELTER ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: MEMBER OF THE BOARD OF DIRECTORS, FOCUSING ON FINANCE AND ACCOUNTING ; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC; 4. NAME OF OTHER BUSINESS: ANDREW BONETTI CFP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CERTIFIED FINANCIAL PLANNER; START DATE: 12/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 5. NAME OF OTHER BUSINESS: FIRST REPUBLIC BANK; INVESTMENT RELATED: NO ADDRESS: 1 POST OFFICE SQUARE, BOSTON, MA; NATURE OF BUSINESS: STUDENT LOAN REFERRAL START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 0-1; APX NUMBER OF HOURS DURING TRADING HOURS: 0-1; BRIEF DESCRIPTION OF DUTIES: WORK WITH CLIENTS AND REFER THEM TO REFINANCE THEIR STUDENT LOANS FOR A LOWER RATE;
CRS (Client Relationship Summary) - RIA
Click below to view Andrew G Bonetti'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®
CFP®
Start date: 2018
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1800 West Park Dr Ste 150, Westborough, MA 01581RIA
CRD#: 105644
WESTBOROUGH, MA
Current
September 28, 2016 - Present
CETERA ADVISORS LLC
Office #1: 1800 West Park Dr Ste 150, Westborough, MA 01581BD
CRD#: 10299
Westborough, MA
Past
August 22, 2016 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
June 26, 2012 - July 26, 2016
SHEPHERD KAPLAN LLC
RIA
CRD#: 128244
BOSTON, MA
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
California(1/2/2025)
RR
Connecticut(1/2/2019)
RR
Delaware(1/2/2025)
RR
District of Columbia(1/2/2025)
RR
Florida(1/2/2025)
RR
Maine(1/2/2025)
RR
Maryland(1/2/2025)
RR
Massachusetts(10/31/2016)
IAR
Massachusetts(3/21/2024)
RR
Missouri(1/2/2025)
RR
New Hampshire(1/2/2019)
RR
New York(1/2/2019)
RR
North Carolina(1/3/2025)
RR
Ohio(1/2/2025)
RR
Rhode Island(1/2/2019)
RR
South Carolina(1/2/2025)
RR
Vermont(1/2/2025)
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#: 105644Westborough, MA 01581TRUST BUT VERIFY
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