Adviser and broker representative · Cetera Investment Advisers LLC
Alissa Provanzana
CRD 5785617 · Wallkill, NY
At a glance
Alissa Provanzana is an investment adviser representative with Cetera Investment Advisers LLC in Wallkill, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alissa’s SEC record dates to 2016, about 10 years ago. Alissa is also registered as a broker representative.
Current advisory firm
- Cetera Investment Advisers LLCSince July 2024Wallkill, NY · $257B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Alissa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cetera Investment Advisers LLC
- Joseph MontalbanoWallkill · Certified Financial Planner
- John D. AaronWalnut Creek
- Caroline M. AaronsSolon
- Laura B. AbadsantosNew York
- Matthew A. AbataErie
- Alexzander M. AbaunzaGreenville
- Donald R. Abaunza Jr.Harvey
- Michael D. AbbatacolaLombard
Every advisor at Cetera Investment Advisers LLC →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news, moves and payouts →Financial advisors in Wallkill, NY →Advisor Moves: who changed firms this week →