Roy Sebastian Chereath

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

• 07/2003 → Present
  Roy S Chereath Cpa
  N Bergen, NJ
• 10/2004 → Present
  Chereath Capital Management, Llc
  North Brunswick, NJ
• 01/2005 → Present
  Chereath Management Associates
  Monroe, NJ
• 07/2007 → Present
  Domasys
  Monroe, NJ
• 11/2015 → 09/2025
  Avantax Investment Services, Inc.
  North Brunswick, NJ
• 09/2016 → Present
  Progressive Insurance
  Mayfield Village, OH
• 03/2017 → 09/2025
  Avantax Insurance Agency, Llc
  North Brunswick, NJ
• 01/2022 → Present
  Brunswick Tax Center
  North Brunswick, NJ
• 04/2022 → 09/2025
  Avantax Advisory Services
  North Brunswick, NJ
• 01/2022 → Present
  Brunswick Tax Center
  Plainsboro, NJ
• 09/2025 → 02/2026
  Cetera Wealth Services, Llc
  North Brunswick, NJ
• 09/2025 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-02-25
  Cetera Investment Advisers Llc
  Monroe, NJ
  North Brunswick, NJ
• 2022-04-12 → 2025-09-05
  Avantax Advisory Services
  North Brunswick, NJ
  Monroe, NJ
  Dallas, TX

Other Businesses

1) Chereath Management Associates 'NIR' 2 Jumping Brook Ct, Monroe NJ, 08831 Other; Other 1/1/2005 40hrs; 10hrs Online gifts sales (China Figurines etc) 2) Chereath Capital Management LLC 'NIR' 1670 Route 130, North Brunswick, NJ 08902 Tax Preparation/Accounting Tax Preparation/Accounting 10/1/2004 40hrs; 20hrs Tax Preparation 3) Domasys 'NIR' 2 Jumping Brook Ct. Monroe, NJ. 08831 Other Owner/Sole Proprietor 7/1/2007 40hrs; 10hrs Payroll IT consulting and Affiliate Marketing 4) Progressive Insurance 'NIR' 6300 Wilson Mills Road, Mayfield Village, OH 44143 Insurance Agent Insurance Sales Agent 9/1/2016 40hrs-0hrs Property and Casualty Insurance agent 5) Roy S Chereath CPA 'NIR' 1670 Route 130, North Brunswick, NJ, 08817, Tax Preparation/Accounting Tax Preparation/Accounting 1/1/2005 40hrs; 30hrs Accounting, Bookkeeping, Tax Preparation and Payroll 6) BRUNSWICK TAX CENTER POSITION: Tax preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 9 Schalks Crossing Road, Suite 722, Plainsboro NJ 08536, United States DESCRIPTION: Tax preparer

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-14
• S63 Uniform Securities Agent State Law Examination
  2021-05-29

Other Names

• Roy Sebastian Chereath