Christopher Thomas Pakos

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

• 11/1996 → 07/2026
  Christopher T Pakos C.P.A.
  Latrobe, PA
• 06/1999 → 11/2020
  Avantax Investment Services, Inc.
  Latrobe, PA
• 07/2014 → 11/2020
  Avantax Advisory Services
  Latrobe, PA
• 01/2017 → 11/2020
  Avantax Insurance Agency, Llc
  Latrobe, PA
• 11/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2022 → Present
  Pakos Wealth Management, Inc
  Latrobe, PA
• 01/2023 → Present
  Parquette And Associates, Cpas, Pc
  Latrobe, PA
• 07/2026 → Present
  Pakos Wealth Solutions, Inc.
  Latrobe, PA

Previous Registrations

• 2014-07-09 → 2020-12-01
  Avantax Advisory Services
  Derry, PA

Other Businesses

1)REDCUT RENTALS, LLC; LATROBE, PA; NON-INVESTMENT RELATED; STORAGE UNIT RENTALS; PERFORM PROPERTY MAINTENANCE; SINCE 08/2008, PART OWNER; 4 HRS/MO 2) NAME OF OTHER BUSINESS: PAKOS WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 18, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3)NAME OF OTHER BUSINESS: PARQUETTE AND ASSOCIATES, CPAS, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: CONSULTANT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING SERVICES, ASSIST DURING TAX SEASON IF NEEDED, MOST LIKELY NOT NEEDED; 4) NAME OF OTHER BUSINESS: PAKOS WEALTH SOLUTIONS, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 18, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-30

Other Names

• Christopher T Pakos