Marc J. Servodio
CETERA INVESTMENT ADVISERS LLC
FAIRLAWN, OH 44333
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CRD#: 5472876
Professional summary
Marc Joseph Servodio, AIF®, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fairlawn, Ohio and CETERA ADVISORS LLC located in Fairlawn, Ohio.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Marc has worked at 3 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) C.A.M.P. - CAST APPRENTICESHIP MENTORSHIP PROGRAM, NOT INVESTMENT RELATED, 4450 BELDEN VILLAGE STREET, SUITE 206, CANTON, OH 44718, NON-PROFIT YOUTH MENTORING THROUGH YOUNG PROFESSIONALS NETWORK, START APRIL 2013, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, OPERATING COMMITTEE MEMBER. (2) GOODWILL INDUSTRIES, NOT INVESTMENT RELATED, 570 E WATERLOO RD, AKRON, OH 44319, NON-PROFIT, START 3/2015, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, BOARD OF DIRECTOR. (3)NAME OF OTHER BUSINESS: THE GREATER AKRON CHAMBER INVESTMENT RELATED: NO ADDRESS: 1 CASCADE PLAZA, 17TH FL AKRON OH 44308 NATURE OF BUSINESS: NETWORKING GROUP START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: MEMBER BRIEF DESCRIPTION OF DUTIES: ATTEND VARIOUS EVENTS HOSTED BY GROUP (4)NAME OF OTHER BUSINESS: VITA ADVISORS, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REFISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (5) NAME OF OTHER BUSINESS: UNIVERSITY OF AKRON, DEPARTMENT OF ECONOMICS; INVESTMENT RELATED: NO; ADDRESS: 259 S BROADWAY ST, AKRON, OH 44325; NATURE OF BUSINESS: BOARD; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: <1; APX NUMBER OF HOURS DURING TRADING HOURS: <1; DUTIES: ASSIST IN STRENGTHENING THE STUDY OF ECONOMICS AS A PREFERRED COLLEGE MAJOR BY PROVIDING ADVICE, GUIDANCE, ADVOCACY, COLLABORATION, & RESOURCES TO THE DEPARTMENT OF ECONOMICS. TO BE STRONG ADVOCATES FOR STUDENTS' EDUCATION & ADVANCEMENT, CONTINUAL CURRICULUM IMPROVEMENT & THE DEPARTMENT OF ECONOMICS; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: FIXED ANNUITIES;
CRS (Client Relationship Summary) - RIA
Click below to view Marc Joseph Servodio'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: 2009
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 123 S Miller Rd Ste 100, Fairlawn, OH 44333RIA
CRD#: 105644
FAIRLAWN, OH
Current
October 30, 2008 - Present
CETERA ADVISORS LLC
Office #1: 123 S Miller Rd Ste 100, Fairlawn, OH 44333BD
CRD#: 10299
Fairlawn, OH
Past
April 7, 2016 - October 9, 2018
SPRINGSIDE PARTNERS LLC
RIA
CRD#: 172934
AKRON, OH
Past
May 17, 2011 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
AKRON, OH
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
Arizona(1/5/2016)
RR
California(1/4/2012)
RR
Colorado(1/5/2016)
RR
District of Columbia(1/7/2016)
RR
Florida(10/1/2015)
RR
Georgia(1/17/2019)
RR
Illinois(6/17/2019)
RR
Maine(8/13/2024)
RR
Maryland(1/30/2015)
RR
Michigan(2/23/2015)
RR
New Jersey(7/19/2018)
RR
New York(9/5/2013)
RR
North Carolina(10/13/2014)
RR
Ohio(10/31/2008)
IAR
Ohio(3/21/2024)
RR
Oregon(8/23/2018)
RR
Pennsylvania(4/7/2014)
RR
South Carolina(1/5/2017)
RR
Tennessee(7/19/2018)
RR
Texas(1/11/2017)
IAR
Texas(3/21/2024)
RR
Virginia(1/3/2024)
RR
Washington(7/26/2018)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fairlawn, OH 44333TRUST BUT VERIFY
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