| Cetera

Press Room Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA

Former LPL advisor applauds Cetera for ease of affiliation, customized transition assistance, and smooth onboarding process that enabled him to move all assets to Cetera in less than 30 days

SAN DIEGO – Oct. 21, 2025 – Cetera welcomes veteran financial advisor Frank Mezzanotte, CFP®, who spent the past 12 years with LPL. Mezzanotte said he decided to move to Cetera after hearing other former LPL advisors celebrating Cetera’s personalized approach, ease of affiliation and onboarding, all coupled with Cetera’s commitment to supporting independent advisors who want to run their practices as they choose.

Right Partner

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

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Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

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Affiliate and grow on your terms

From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.

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Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

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Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

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Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

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Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

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Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

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High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

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Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

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Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

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Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

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Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

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Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Learn More →

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Learn More →

Growth

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Learn More →

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Learn More →

Affiliate and grow on your terms

From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.

Learn More →

Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

Learn More →

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Learn More →

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Learn More →

Efficiency

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Learn More →

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

Learn More →

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Learn More →

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Learn More →

Client Experience

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Learn More →

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Learn More →

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Learn More →

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Learn More →

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Learn More →

One size never fits all. Cetera gives you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.

Find Your Fit

We get it—and we solved for it. Our extremely high-touch Accesslink onboarding experience keeps your focus on your clients and your business, not your move.

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