Nathan S. Zielonka
CETERA INVESTMENT ADVISERS LLC
NEWTONVILLE, MA 02460
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CRD#: 5261802
Professional summary
Nathan Steven Zielonka, CFP®, who also goes by Nate Zielonka, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Newtonville, Massachusetts and CETERA WEALTH SERVICES, LLC located in Newtonville, Massachusetts.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Nathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nate Zielonka
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.
Financial Planning Association~'NIR'~7535 E Hampden Ave, Suite 600~Denver~CO~80261~Other~Other~9/16/2015~4hrs~4hrs~I am a member of thee Association who has received approved media training and is authorized to speak to the media on behalf of the association|MA Society of Enrolled Agents~'NIR'~280 Summer St~Boston~MA~02108~Nonprofit~Director/Officer~7/1/2015~4hrs~0hrs~Governance and Policy|Urban Edge Housing Corp~'NIR'~Columbus Ave~Boston~MA~02119~Real Estate/Mortgage/Title Services/Appraisal~Director/Officer~10/21/2014~5hrs~3hrs~Monthly meetings; executive level decisions.|Zielonka Financial Services LLC~'NIR'~PO Box 256~Newton Upper Falls~MA~02464~Tax Preparation/Accounting~Tax Preparation/Accounting~6/22/2011~20hrs~10hrs~Marketing, management and direct provision of tax preparation and planning services.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Steven Zielonka'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: 2007
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 288 Walnut Street Suite 410, Newtonville, MA 02460RIA
CRD#: 105644
NEWTONVILLE, MA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 288 Walnut Street Suite 410, Newtonville, MA 02460BD
CRD#: 13572
Newtonville, MA
Past
May 9, 2011 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Newtonville, MA
Past
March 31, 2011 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Newtonville, MA
Past
February 13, 2007 - April 5, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CHARLESTOWN, 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
Connecticut(9/5/2025)
RR
Massachusetts(9/5/2025)
IAR
Massachusetts(9/5/2025)
RR
New Hampshire(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#: 105644Newtonville, MA 02460TRUST BUT VERIFY
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