Larry Alan Kessler

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

• 08/1997 → 09/2025
  Avantax Advisory Services
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/1997 → 09/2025
  Avantax Investment Services,, Inc.
  New York, NY
• 01/1982 → Present
  Larry Kessler Accounting & Tax Service
  New York, NY

Previous Registrations

• 2021-08-30 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  Melville, NY

Other Businesses

NY Society of Independent Accountants~'NIR'~15-68 208th Place~Bayside~NY~11360~Board Position/Officer~Other~6/25/2018~1hrs~0hrs~Board Member assisting in finding speakers for various topics relating to tax law.|Independent Association of Accountants of Brooklyn~'NIR'~65-40 Metropolitan Avenue~Middle Village~NY~11379~Board Position/Officer~Other~11/20/2018~1hrs~0hrs~Board member assisting in finding speakers for various topics relating to tax law|Larry A Kessler - Accountant; Tax Preparation/Accounting; Tax Preparation/Accounting; NIR; ; 01/01/1979; 875 GERRY AVENUE LIDO BEACH NY 11561; ACCOUNTING & TAX SERVICE

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-10

Other Names

• Larry Alan Kessler