Carmen J Memoli

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

• 09/2009 → 09/2025
  Avantax Investment Services, Inc.
  Toms River, NJ
• 07/2011 → Present
  Berkley Board Of Education
  Bayville, NJ
• 12/2009 → Present
  Central Regional School District
  Bayville, NJ
• 09/2013 → 09/2025
  Avantax Insurance Agency, Inc.
  Toms River, NJ
• 01/2014 → 12/2020
  Bellu Memoli Llc
  Toms River, NJ
• 02/2010 → Present
  Toms River Municipal Utilities Authority
  Toms River, NJ
• 01/2019 → Present
  Memoli & Company P.C.
  Toms River, NJ
• 02/2022 → 09/2025
  Avantax Advisory Services
  Toms River, NJ
• 12/2023 → Present
  Main Street Priority Pac
  Toms River, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Toms River, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-18 → 2025-09-05
  Avantax Advisory Services
  Toms River, NJ

Other Businesses

1) Berkeley Board of Education Bayville NJ Accounting/Bookkeeping (No Tax Prep)~Treasurer/Comptroller~7/1/2011~3hrs~0hrs~Prepare monthly treasurer's report. 2) Central Regional School District Bayville NJ Accounting/Bookkeeping Treasurer/Comptroller~12/1/2009~3hrs~0hrs~Treasurer of School Monies 3) Carmen & Laura Memoli Toms River NJ Rental Property Owner/Sole Proprietor~9/4/2009~1hrs~0hrs~Co-owner 4) Toms River Regular Republican Club, Inc Toms River NJ Club/Association Director/Officer~Treasurer/Comptroller~9/4/2009~5hrs~0hrs~Voluntary treasurer of political org. 5) Toms River Student Loan Fund Toms River NJ Club/Association Director/Officer~9/4/2009~2hrs~0hrs~Board member of 501(c)(3) organization. 6) NJ Citizens for Conservatism Toms River NJ Board officer 2/2019~10hrs~0hrs~I am the chairman and treasurer. 7) SOUTHERN OCEAN CONSERVATIVE REPUBLICAN PAC POS: Treasurer Political Action Committee 3 HRS; 07/30/2019; Toms River NJ; Maintain checkbook 8) OCEAN COUNTY CONSERVATIVE REPUBLICAN ORGANIZATION PAC; Treasurer; Treasurer for Political Action Committee; 5 HRS; 10/29/2021; Toms River NJ; Maintain checkbook 9) CITIZENS FOR INTEGRITY PAC; Treasurer; Political Action Committee supporting political candidates.; NIR; HRS: 2; HRS 0; 01/03/2022 222 Oak Avenue, Ste 5, Toms River NJ; Treasurer-pay bills and deposit contributions. File quarterly compliance reports with New Jersey Election Law Enforcement Commission. 10) OCEAN COUNTY REPUBLICAN FINANCE COMMITTEE INC & OCEAN COUNTY REPUBLICAN CHAIRMAN'S PAC; Treasurer; NIR; HRS: 10; HRS 10; 06/01/2023 222 Oak Avenue, Suite 5, Toms River NJ; All functions of a treasurer, including bill paying, banking and filing compliance reports with the state. 11) BERKELEY TOWNSHIP SEWERAGE AUTHORITY; Exec Dir; The Berkeley Township Sewerage Authority is a public body corporate and politic constituting a political subdivision of the State of New Jersey. ;NIR; HRS: 80; HRS: 80, 06/01/2023 255 Atlantic City Blvd, Bayville NJ; The Exec Dir serves as the chief exec officer and reports directly to the Board of Commissioners. 12) Bricktown Republican Club, DBA CTE Catalano, CTE Mary Buckley, CTE Theresa Gallagher, CTE Palmieri, CTE Palmisano, CTE Perry Albanese; Treasurer; Candidate committees running for various political offices in a local municipality.; NIR; HRS 5; HRS 5; 06/01/2023; 222 Oak Avenue Toms River, NJ 08753; All functions of a treasurer, including bill paying, banking and filing compliance reports. 13) BERKELEY TOWNSHIP REPUBLICAN CLUB, DBA BACCHIONE FOR MAYOR; DBA CTE TOM GROSSE, DBA CTE KEITH BUSCIO, DBA CTE DOUG BOWENS POSITION: Treasurer INV RELATED: No # OF HRS: 10 SEC TRADING HRS: 10 START DATE: 06/02/2023 222 Oak Ave, Ste 5, Toms River NJ DESC: All functions of a treasurer, including bill paying, banking and filing compliance reports. 14) MAIN STREET PRIORITY PAC; Treasurer; Political Action Committee that raises money and supports political candidates at the state, county and local level for elections. NIR; HRS 1 HRS 0; 12/01/2023; 222 Oak Avenue, Suite 5, Toms River NJ 08753, United States; All functions of a treasurer, including bill paying, banking and filing compliance reports. 15) Memoli & Company P.C.; Owner; Accounting Services/Tax Preparation; NIR; HRS: 120; HRS 120; 01/02/2019; 222 Oak Avenue, Suite 5 Toms River NJ 08753; I am the sole principal and managing director. 16) Amato for Senate; Treasurer; Individual running for political office as a State Senator.; NIR; HRS 5; HRS 5; 06/02/2023; 222 Oak Avenue, Suite 5, Toms River NJ 08753; All functions of a treasurer, including bill paying, banking and filing compliance reports with the state.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-08
• S63 Uniform Securities Agent State Law Examination
  2010-01-07

Other Names

• Carmen J Memoli