David Nathaniel Lamson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1988 → Present
  Tax Strategies
  Lafayette, NY
• 01/1998 → 09/2025
  Avantax Investment Services, Inc.
  Lafayette, NY
• 12/2001 → Present
  Lamson Tax & Accounting Services
  Lafayette, NY
• 06/1999 → 09/2025
  Avantax Advisory Services
  Lafayette, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lafayette, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-06 → 2025-09-05
  Avantax Advisory Services
  Lafayette, NY

Other Businesses

1) Tax Strategies~Tax Preparation/Accounting~Tax Preparation/Accounting~~hrs~hrs~. 2) Lamson Tax & Accounting Services~6046 US Rte 20, PO Box 450~LaFayette~NY~13084~Tax Preparation/Accounting~Owner/Sole Proprietor~12/12/2000~200hrs~150hrs~Management/ Tax Prep/Accounting. 3) HIBISCUS STABLES BREEDING PARTNERS #7, LLC~45 ALONA DR~MAHOPAC~NY~10541~Other~Other~12/6/2018~1hrs~0hrs~No duties, limited partner| 4) HIBISCUS STABLES BREEDING PARTNERS #5, LLC; LIMITED PARTNER; BREEDS THOROUGHBRED HORSE AND SELL BROODMARES FOALS; IR; 0; 01/18/2018; 45 ALONA DR MAHOPAC NY 10541; LIMITED PARTNER WHO ONLY HAS AN INVESTMENT

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-20