Jeremy E. Merlino
CETERA INVESTMENT ADVISERS LLC
SPARKS, NV 89431
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CRD#: 5807843
Professional summary
Jeremy Eugene Merlino, CFP®, who also goes by Jeremy Merlino, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sparks, Nevada and CETERA WEALTH SERVICES, LLC located in Sparks, Nevada.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeremy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Merlino
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 6 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: CROSSFIT BANGARANG INVESTMENT RELATED: NO ADDRESS: 895 E. PATRIOT BLVD, #108, RENO, NV 89511 NATURE OF BUSINESS: CROSSFIT KIDS COACH AND CROSSFIT LEVEL 1 COACH START DATE: 5/2014 POSITION/TITLE/RELATIONSHIP: CROSSFIT KIDS COACH AND CROSSFIT LEVEL 1 COACH APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: RUN THE CROSSFIT KIDS PROGRAM WHICH IS 3 1 HOUR CLASSES PER WEEK AND OVER EVENING AND SATURDAY CLASSES AT TIMES FOR OTHER COACHES BUT ONLY ON AN AS NEEDED BASIS. 3. NAME OF OTHER BUSINESS: AMERICAN RIVER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISOR, FINANCIAL PLANNER, INVESTMENT ADVISOR, SECURITIES SALES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REP, CFP, FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: BUILD RELATIONSHIPS WITH CLIENTS TO WORK WITH THEM TO ACHIEVE FINANCIAL GOALS THROUGH PLANNING AND USE OF DIFFERENT SECURITIES AND INVESTMENT PRODUCTS 4. NAME OF OTHER BUSINESS: MERLINO HOUSE NANNY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SOLE PROPRIETOR/ NANNY SERVICES; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO PAY FOR CHILDRENS NANNY;
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Eugene Merlino'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: 2017
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1301 N Mccarran Ste 102, Sparks, NV 89431RIA
CRD#: 105644
SPARKS, NV
Current
October 12, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1301 N Mccarran Ste 102, Sparks, NV 89431BD
CRD#: 13572
Sparks, NV
Past
October 24, 2018 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
August 12, 2013 - October 19, 2018
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
SPARKS, NV
Past
August 6, 2013 - October 19, 2018
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SPARKS, NV
Past
August 9, 2010 - August 5, 2013
EDWARD JONES
RIA
CRD#: 250
SPARKS, NV
Past
July 26, 2010 - August 5, 2013
EDWARD JONES
BD
CRD#: 250
SPARKS, NV
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(10/12/2018)
RR
Florida(2/16/2021)
RR
Georgia(1/29/2021)
RR
Idaho(2/10/2021)
RR
Illinois(1/8/2020)
RR
Montana(1/3/2022)
RR
Nevada(10/12/2018)
IAR
Nevada(6/29/2023)
RR
North Dakota(9/4/2024)
RR
Oregon(8/13/2020)
RR
Rhode Island(7/21/2021)
RR
South Carolina(2/8/2024)
RR
Texas(1/29/2021)
IAR
Texas(6/29/2023)
RR
Utah(2/10/2021)
RR
Washington(4/13/2020)
RR
Wyoming(1/19/2021)
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
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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
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.
