Angelo Joseph Coppolino

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

• 05/1974 → Present
  Moore Stephens, P.C.
  Cranford, NJ
• 01/1998 → 10/2019
  1St Global Capital Corp.
  Cranford, NJ
• 10/2002 → Present
  Ms Investment Partners, Llc
  Cranford, NJ
• 03/2006 → 10/2019
  1St Global Advisors, Inc.
  Cranford, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Cranford, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Cranford, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cranford, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Cranford, NJ
  Franklin Lakes, NJ
  Jupiter, FL
• 2006-03-06 → 2019-10-25
  1St Global Advisors Inc
  Cranford, NJ

Other Businesses

1) MS INVESTMENT PARTNERS, LLC POSITION: REFERRING ADVISOR NATURE: FIXES INSUANCE, DISABILITY INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: ADDRESS: , Cranford NJ , United States DESCRIPTION: THE SERVICING OF AN EXISTING POLICY NOT SOLD THROUGH 1ST GLOBAL INSURANCE SERVICES, INC. 2) MOORE STEPHENS, P.C.; OTHER - CPA; NIR; 05/01/1974;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-04
• S63 Uniform Securities Agent State Law Examination
  1998-07-29