Adam P. Corle Landolfi

CETERA INVESTMENT ADVISERS LLC

ALTOONA, PA 16602

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CRD#: 5484866

Professional summary

Adam P Corle Landolfi, CFA, CFP®, who also goes by Adam Perrin Corle, Adam Perrin Corle Landolfi, Adam P Corle Landolfi, Adam Perrin Corle Landolfi, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Altoona, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Altoona, Pennsylvania.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Adam has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Perrin Corle | Adam Perrin Corle Landolfi | Adam P Corle Landolfi | Adam Perrin Corle Landolfi

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) IRON WAY WEALTH MANAGEMENT, WILL PROVIDE SERVICES FOR COMPENSATION AS AN INDEPENDENT CONTRACTOR TO GUY LANDOLFI, CPA. LANDOLFI WEALTH MANAGEMENT LLC WILL PROVIDE FINANCIAL ADVISORY SERVICES, 100% OWNER, 100% TIME. START DATE 11/2020 (2) INSURANCE SALES; EMPLOYEE; (3) NAME OF OTHER BUSINESS: THE PENNSYLVANIA STATE UNIVERSITY, INVESTMENT RELATED: NO, ADDRESS: 3000 IVYSIDE PARK, ALTOONA, PA 16601, NATURE OF BUSINESS: SCHOLASTIC, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: ASSISTANT GOLF COACH, APX NUMBER OF HOURS PER WEEK: 4, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COMPETITION AND PRACTICE SESSION COACHING, TEAM TRAVEL;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam P Corle Landolfi'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 224 Union Avenue, Altoona, PA 16602

RIA

CRD#: 105644

ALTOONA, PA

Current

November 1, 2017 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 224 Union Avenue, Altoona, PA 16602

CRD#: 13572

ALTOONA, PA

Past

November 1, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

April 16, 2012 - November 1, 2017

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

ALTOONA, PA

Past

February 15, 2012 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

ALTOONA, PA

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

California
(11/29/2022)

Colorado
(1/24/2019)

Florida
(11/3/2017)

Maryland
(1/17/2018)

New Jersey
(11/1/2017)

North Carolina
(1/2/2020)

Pennsylvania
(11/1/2017)

IAR

Pennsylvania
(6/29/2023)

Virginia
(2/18/2025)

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 65

Date: 4/13/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/31/2012

General Securities Principal 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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Adam P. Corle Landolfi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam P Corle Landolfi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2012

Series 63

Date: 3/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2012

Series 24

Date: 12/31/2012

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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