Cetera brings in $300M Tennessee-based Marmo, bolsters national employee-advisor RIA

▤ Summary

Cetera Financial Group has acquired the assets of Marmo Financial Group, a Tennessee-based RIA with about $300 million in assets under management. The deal brings founder Scott Marmo and his eight-person team into Cetera Planning Partners as W-2 employees. Cetera says the move expands its national employee-advisor RIA and strengthens its Tennessee footprint. The firm also highlights added in-house estate planning, legal support, and CPA services as part of the value proposition.

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