Thomas J Saltalino

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

• 11/1990 → Present
  Thomas J. Satalino
  Kensington, CT
• 05/2000 → 09/2025
  Avantax Investment Services, Inc.
  Kensington, CT
• 01/2003 → 09/2025
  Avantax Advisory Services
  Kensington, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Kensington, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-01-13 → 2025-09-05
  Avantax Advisory Services
  Kensington, CT
  Kensington, CT

Other Businesses

1) Satalino Financial Services~'NIR'~50 Chamberlain Highway, Ste A~Kensington~CT~06037~Other~Other~11/15/2013~24hrs~24hrs~Operational and or Marketing Name for Avantax Services 2) Thomas J. Satalino and Jude J. Satalino~'NIR'~34 Hickory Hill, Unit 34~Southington~CT~06489~Rental Property~Owner~7/12/2019~1hrs~1hrs~Essentially collect rent from his Social Security Income to pay HOA fees, real estate taxes, insurance and utilities and pay these bills once a month. 3) CITY OF NEW BRITAIN POSITION: Head Moderator NATURE: Oversee election results and summarize and report results to City Clerk and Registrar of voters and the Secretary of the State of CT. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: Registrar of Voters, 27 West Main Street, New Britain CT 06051, United States DESCRIPTION: Oversee election results, summarize results and report the results to City and State officials. 4) THOMAS J. SATALINO, CPA POSITION: Consultant NATURE: I sold my accounting and tax practice in December 2022. I will act as a consultant for the foreseeable future until my clients transition to the new firm. My time is limited to 500 hours per year or about 10 hours per week. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023 ADDRESS: 13 Huckleberry Lane, Kensington CT 06037, United States DESCRIPTION: Duties will include introducing tax and accounting clients to the new firm personnel and acting as a liaison. Also, to review new owners work and progress on former tax and accounting clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-11
• S63 Uniform Securities Agent State Law Examination
  2000-04-21

Other Names

• Thomas J Satalino