Cetera Acquires Marmo Financial
On June 25, 2026, Cetera Financial Group announced that it had acquired the assets of Marmo Financial Group.
Cetera Financial Group (“Cetera”) announced, on June 25, 2026, that it had acquired the assets of Marmo Financial Group (“Marmo Financial”). Under the terms of the transaction, Scott Marmo, founder of Marmo Financial, and the Marmo Financial team will join Cetera Planning Partners (“Cetera Planning”) within Cetera’s model. Further, Cetera will retain and continue operating the Marmo Financial office. Additional terms of the deal were not disclosed.
Cetera, based in San Diego, California, is an independent broker-dealer offering support to its network of independent retail firms, including registered investment advisors. Cetera has approximately $296 billion in assets under management.
Marmo Financial, based in Johnson City, Tennessee, is a registered investment advisor providing financial planning and management services to clients. Marmo Financial has approximately $300 million in assets under management.
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