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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peter A Maniscalco | Brooklyn | NY | 04/1993 | Present |
| Avantax Investment Services, Inc. | Staten Island | NY | 07/2001 | 09/2025 |
| Thadeus Lee Snt | Staten Island | NY | 02/2009 | Present |
| St Clare Church Parish Council | Staten Island | NY | 09/2018 | Present |
| Richmond County Country Club | Staten Island | NY | 06/2004 | 04/2022 |
| Richmond County Country Club | Staten Island | NY | 04/2009 | 04/2022 |
| Xavier High School | New York | NY | 05/2019 | Present |
| Avantax Insurance Agency, Llc. | Staten Island | NY | 11/2019 | 08/2025 |
| 140 Daleham Street Llc | Staten Island | NY | 07/2020 | Present |
| Avantax Advisory Services | Staten Island | NY | 05/2004 | 09/2025 |
| Maniscalco Wealth Management Ltd | Bayhead | NJ | 10/2021 | Present |
| Cetera Wealth Services, Llc | Bayhead | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) MPF PROFESSIONALS P.C.; INV REL : NO ; SAME AS REGISTERED LOCATION ; TAX AND ACCOUNTING SERVICES; DATE: 08/2006; POSITION: SHAREHOLDER ; APX # OF HRS PER WK: 5; APX #OF HRS DUR TRAD HRS: 2; DUTIES: CONSULTING ON TAX AND BUSINESS PLANNING; 2) G.B. Trust~2493 Richmond Road~Staten Island~NY~10306~Tax Preparation/Accounting~Other~1/1/2001~1hrs~1hrs~trustee. 3) M.J. Trust~2493 Richmond Road~Staten Island~NY~10306~Tax Preparation/Accounting~Other~9/12/2005~1hrs~1hrs~trustee. 4) PSM BAYHEAD LLC; Partner; Real estate holding company; NIR; HRS 1; HRS 0; 10/15/2021; 106 Bridge Avenue, Suite 3, Bay Head NJ 08742; Owner 5) Xavier High School; Board Member; A Catholic HS; NIR; HRS 1; HRS 0; 08/02/2021; 30 West 16th Street New York NY 10011; Meetings 6) MARCIA KEELY SNT; Trustee;; NIR; HRS 1; HRS 0; 05/18/2016; 2493 Richmond Road, Staten Island NY 10306; Trustee 7) THE BERNARD CARABALLO TRUST; Trustee; Fiduciary; NIR; HRS 1; HRS 0; 05/24/2010; 2493 Richmond Road, Staten Island NY 10306, United States; Trustee 8) BAYHEAD CONDOMINIUM ASSOCIATION; Unit Owner; signature authority; NIR; HRS 1; HRS 0; 01/03/2024; 106 Bridge Avenue, Bay Head, NJ, 08742, Authorized check signer. 9)Anthony Alas Supplemental Needs Irrev Trust; Trustee; Fiduciary; NIR; 0; 02/01/2009; 2493 Richmond Road Staten Island NY 10306; Trustee 10)Hilda Nunez Supp Needs Irrev Trust; Trustee; Fiduciary; NIR; 0; 05/29/2007; 2493 Richmond Road Staten Island NY 10306; Trustee 11)The Cyndi Griffin SNT; Trustee; Fiduciary; NIR;0; 06/03/2008; 2493 Richmond Road Staten Island NY 10306; Trustee 12)Iris Rojas Supplemental Needs Irrev Trust; Trustee; Fiduciary Appointment; NIR; 0; 05/15/2008; 2493 Richmond Road Staten Island NY 10306; Trustee 13) Joseph Thomas Funghini SN Irrev Trust; Trustee; Fiduciary Appointment; NIR; 0; 08/29/2012; 2493 Richmond Road Staten Island NY 10306; Trustee 14) The Terriel Simon Trust; Trustee; Fiduciary; NIR; 0; 06/30/2008; 2493 Richmond Road Staten Island NY 10306; Trustee 15) Ann Marie Lisi SNT; Trustee; Fiduciary; NIR; 0; 06/04/2005; 2493 Richmond Road Staten Island NY 10306; Trustee 16) Jorge Guisano SNT; Trustee; Fiduciary; NIR; 0; 08/24/2010; 2493 Richmond Road Staten Island NY 10306; Trustee 17) The Lawrence Lynch SNT; Trustee; Fiduciary; NIR; 0; 12/21/2012; 2493 Richmond Road Staten Island NY 10306; Trustee 18) The Estaban Rayo SNT; Trustee; Fiduciary; NIR; 0; 01/19/2009; 2493 Richmond Road Staten Island NY 10306; Trustee 19) The Janice Quezada SNT; Trustee; Fiduciary; NIR; 0; 09/04/2013; 2493 Richmond Road Staten Island NY 10306; Trustee 20) The Reynoldo Negron SNT; Trustee; Fiduciary; NIR; 0; 01/24/2006; 2493 Richmond Road Staten Island NY 10306; Trustee 21) Maria Guzman SNT; Trustee; Fiduciary; NIR; 0; 09/19/2006; 2493 Richmond Road Staten Island NY 10306; Trustee 22) The Kelly Regu SNT; Trustee; Fiduciary; NIR; 0; 04/07/2014; 2493 Richmond Road Staten Island NY 10306; Trustee 23) Jada Bryean Casanova SNT; Trustee; Fiduciary; NIR; 0; 06/03/2010; 2493 Richmond Road Staten Island NY 10306; Trustee 24) The Ryan Dixon Supplemental Needs Irr Trust; Trustee; Fiduciary; NIR; 0; 01/01/2005; 2493 Richmond Road Staten Island NY 10306; Trustee 25) Santos Noham Garcia-Ajpacaja Guardianship; POA Fiduciary Appointment; NIR; 0; 01/09/2018; 2493 Richmond Road Staten Island NY 10306; POA 26) 140 Daleham STreet LLC; Owner; Home; IR; 1; 07/29/2020; 2493 Richmond Road Staten Island NY 10306; Collect rent, pay bills and upkeep the residence 27) 140 Daleham STreet LLC (1); Owner; ~; home; NIR; 1;2493 Richmond Road Staten Island NY 10306; ~; Collect rent, pay bills and upkeep the residence 28) Maniscalco Wealth Management LTD; President/owner; business wealth management IR; 80; 10/15/2021; 106 Bridge Avenue Bayhead NJ 08742; wealth management services 29) PSM Bayhead LLC; Partner; Real estate holding company; NIR; 0; 10/15/2021; 106 Bridge Avenue Bay Head NJ 08742; Owner of real estate condominium 30) NOTARY PUBLIC; SAME AS REGISTERED LOCATION; START: 1/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-17 |
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