DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Benedetto Tony Agostino
Feed of 09/14/2026
Also filed as Ben Tony Agostino
At current firm
12 y
since Jul 2, 2014
In the industry
27 y
since Aug 25, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jul 2, 2014 · Camp Hill, Pa
- Cetera Investment Services LLC formerDec 4, 2007 to Aug 26, 2013 · Mogantown, Pa
- Cetera Advisor Networks LLC formerMar 9, 2006 to Dec 7, 2007 · Harrisburg, Pa
- Wells Fargo Advisors wirehouseJun 1, 2004 to Jun 7, 2005 · Hershey, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Services LLC to Cetera Investment Advisers LLCleft Aug 26, 2013, registered Jul 2, 2014 (310 days) · Other
- Cetera Advisor Networks LLC to Cetera Investment Services LLCleft Dec 7, 2007, registered Dec 4, 2007 (-3 days) · Other
- Wells Fargo Advisors to Cetera Advisor Networks LLCleft Jun 7, 2005, registered Mar 9, 2006 (275 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address