Eileen Proto
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eileen Proto is a financial advisor with Cetera in Olean, New York, holding a Series 63 designation and seven years of industry experience. She has worked at various entities within Cetera since 2017 and is involved in several business activities outside of financial advising, including assisting with tax preparation and accounting at Proto & Loskey CPA LLC, supporting property management for multiple real estate holdings, and serving on the boards of the YMCA Association and United Way of Western New York. Additionally, she is engaged with a local wholesale bakery, Luigi's Pane & Pasta, and maintains a photography website offering services to local charities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
115 Times Square
Olean, NY 14760
Most active in
Eileen P has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Work history
Cetera
2023 - Present (3 years)
Cetera Wealth Services, LLC
2021 - Present (5 years)
Avantax Insurance Agency LLC
2020 - 2021 (1 year)
Luigi's Pane & Pasta
2019 - Present (7 years)
Proto Family Holdings LLC
2018 - Present (8 years)
Avantax Advisory Services
2017 - 2021 (4 years)
Rose Apartments Llc
2017 - Present (9 years)
Congress Street Apartments Llc
2017 - Present (9 years)
Edinboro Country Square Apartments LLC
2017 - Present (9 years)
E&L Holdings Llc
2017 - Present (9 years)
Proto & Loskey LLC CPA
2017 - Present (9 years)
Proto Financial Group
2017 - Present (9 years)
Avantax Investment Services, Inc.
2017 - 2021 (4 years)
Teach For America
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Dylan V
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Shawn D
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Commonwealth Financial Network
Lucas B
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Cetera
Joseph N
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Bradford, PA
Edward Jones
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