Paul Andrew Desmond

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

• 03/2011 → 11/2019
  Lpl Financial Llc
  Tinton Falls, NJ
• 11/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 11/2019 → Present
  Wealth Insight Group
  Tinton Falls, NJ
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Wealth Insight Group Tax Services
  Wall, NJ

Previous Registrations

• 2011-03-31 → 2019-11-20
  Lpl Financial Llc
  Tinton Falls, NJ
  Morristown, NJ
  Tinton Falls, NJ
• 2002-07-30 → 2011-04-05
  Ameriprise Financial Services, Llc
  Tinton Falls, NJ

Other Businesses

1. WEALTH INSIGHT GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 01/2013, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 11/2019, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: WEALTH INSIGHT GROUP TAX SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION FOR CLIENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-19

Designations

• Chartered Financial Consultant