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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-05
NY RA APPROVED 2025-09-05
TX RA APPROVED_RES 2025-09-05
  • NJ RA
    APPROVED
    Since 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05
  • TX RA
    APPROVED_RES
    Since 2025-09-05

Branch Locations

2493 Richmond Rd, Staten Island, NY 10306 • United States

106 Bridge Ave Suite 3, Bayhead, NJ 08742 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/1993 → Present
    Peter A Maniscalco
    Brooklyn, NY
  • 07/2001 → 09/2025
    Avantax Investment Services, Inc.
    Staten Island, NY
  • 02/2009 → Present
    Thadeus Lee Snt
    Staten Island, NY
  • 09/2018 → Present
    St Clare Church Parish Council
    Staten Island, NY
  • 06/2004 → 04/2022
    Richmond County Country Club
    Staten Island, NY
  • 04/2009 → 04/2022
    Richmond County Country Club
    Staten Island, NY
  • 05/2019 → Present
    Xavier High School
    New York, NY
  • 11/2019 → 08/2025
    Avantax Insurance Agency, Llc.
    Staten Island, NY
  • 07/2020 → Present
    140 Daleham Street Llc
    Staten Island, NY
  • 05/2004 → 09/2025
    Avantax Advisory Services
    Staten Island, NY
  • 10/2021 → Present
    Maniscalco Wealth Management Ltd
    Bayhead, NJ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Bayhead, NJ
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-08-20 → 2025-09-05
    Avantax Advisory Services
    Bayhead, NJ
    Staten Island, NY
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-17
  • S63 Uniform Securities Agent State Law Examination
    2001-08-17
Designations

View on SEC IAPD

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