Cetera Welcomes Veteran Financial Advisor Frank Mezzanotte Jr.
Cetera Welcomes Frank Mezzanotte Jr. to Their Team
Cetera Financial Group is thrilled to announce the addition of Frank Mezzanotte Jr., a distinguished financial advisor who brings an impressive background and a service-oriented approach to his practice. With over $126 million in assets under administration, Frank is set to make a significant impact at Cetera, a company renowned for its commitment to supporting independent advisors.
Smooth Transition and Onboarding Process
Mezzanotte, who previously worked with LPL for twelve years, highlighted the benefits he experienced during his transition to Cetera. He praised the customized transition assistance and the efficient onboarding process that allowed him to relocate all his client assets within 30 days. "My Cetera transition and onboarding were very smooth, giving me great confidence in my future with the firm. The dedication to onboarding at Cetera is unparalleled," he stated.
Celebrating Independence
Frank's decision to join Cetera was greatly inspired by conversations with other former LPL advisors who celebrated the personalized approach and exceptional support provided by Cetera. After experiencing a trend where he felt like just a number in a large organization, Mezzanotte was drawn to the unique atmosphere at Cetera, where independent advisors receive the focus and attention necessary to flourish.
Collaboration with Fellow Advisors
Throughout his career, Mezzanotte has maintained close relationships with other professionals in the industry, including Brian Neyland, another notable advisor who has experienced substantial growth at Cetera. Their partnership and shared commitment to delivering superior service contribute to a thriving environment that fosters collaboration and mutual success.
Thriving in New York City and Beyond
Based in Long Island, NY, Mezzanotte serves clients throughout the greater New York area and across the nation. His focus remains on providing exceptional service and building lasting relationships with high-net-worth individuals and financial institutions. This commitment aligns perfectly with Cetera's mission of empowering financial advisors to thrive within their practices.
A Welcoming Environment at Cetera
LeAnn Rummel, President and CEO of Cetera Financial Institutions, expressed her enthusiasm about Frank’s arrival. Rummel stated, "He is a welcome addition to the Cetera Family. His history of achievements reflects a strong client-first philosophy and commitment to excellence, making him an ideal fit within our culture of support and innovation."
Empowering Financial Advisors
Cetera Financial Group has established itself as a leading Wealth Hub, supporting independent advisors like Mezzanotte with flexible affiliation models, personalized support, and innovative growth solutions. The organization emphasizes a community-driven culture that encourages collaboration, enabling advisors across various platforms to develop their businesses on their own terms.
Commitment to Growth and Innovation
As of mid-2025, Cetera firms manage over $590 billion in assets under administration and approximately $263 billion in assets under management. The satisfaction scores from their comprehensive Voice of the Customer program reflect a commitment to continual improvement, with over 35,000 out of 40,000 advisor reviews rating Cetera five stars.
With its blend of modern technology and integrated wealth solutions, Cetera offers advisors the ability to structure their practices in a way that best suits their clients' needs, thereby ensuring that advisors can grow, scale, or transition their businesses effectively.
Frequently Asked Questions
Who is Frank Mezzanotte Jr.?
Frank Mezzanotte Jr. is a financial advisor with over 12 years of experience, previously from LPL. He has now joined Cetera with $126 million in assets under administration.
What attracted Frank Mezzanotte to Cetera?
Mezzanotte was drawn to Cetera due to its personalized approach, smooth onboarding process, and the abundant support offered to independent advisors.
What are the benefits of working with Cetera?
Cetera provides flexible affiliation models, personalized support, and innovative growth solutions to empower financial advisors to succeed in their practices.
How much asset management does Cetera oversee?
As of mid-2025, Cetera firms manage more than $590 billion in assets under administration and approximately $263 billion in assets under management.
What is Cetera's focus?
Cetera is focused on empowering independent advisors, providing them with the tools and support needed to build successful financial practices while maintaining their independence.
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