Berge Avedisian

Current Employers

Employment History

• 05/1995 → Present
  Berge & Associates, Inc.
  New York, NY
• 10/2004 → 10/2019
  1St Global Capital Corp
  New York, NY
• 01/2005 → 09/2025
  Avantax Insurance Services, Inc.
  New York, NY
• 06/2007 → 10/2019
  1St Global Advisors, Inc.
  New York, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  New York, NY
• 11/2004 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  New York, NY
• 08/2024 → Present
  Estate Of Roland Folter
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New York, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-09 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  New York, NY

Other Businesses

1) HEALTH INSURANCE POSITION: AGENT NATURE: HEALTH INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: null START DATE: 12/01/2009 ADDRESS: New York NY , United States DESCRIPTION: Health insurance sales 2) WEALTHSPRING FINANCIAL PARTNERS POSITION: Wealth Management Advisor NATURE: To provide holistic, integrated and tax optimized financial advice to individuals, families and businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2023 ADDRESS: 45 Rockefeller Plaza, Suite 2000, New York NY 10111, United States DESCRIPTION: To provide comprehensive tax driven financial advice to new and existing clients as follows:1) Create opportunities2) meet with current and potential clients3) Devise financial plans that address client goals and concerns4) Implementation of such plans5) Provide ongoing management of client assets. Protect and improve client relationships. 3) BERGE & ASSOCIATES, INC.; PRESIDENT - President; NIR; ; 05/01/1995 4) Estate of Roland Folter; Co-Executor; Co-executor of the Estate of Roland Folter. Tax client only since 2011.  ; NIR; 15; 08/30/2024; 45 Rockefeller Plaza New York NY 10111; To act as a co-executor in the administration of the decedent's estate.  As Avantax is aware,  I have sold my practice to Wealthspring Financial Partners (originaly, Nisivoccia Wealth Advisors) as of 2023.  Other than some minor adjustment amounts I no longer receive any compensation from Avantax.  The client has never been a wealth management client and the tax returns are being prepared by Wealthspring Financial Partners.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1996-08-22

Other Names

• Berge (None) Avedisian
• Berc (None) Avadisyan