Paul Joseph Sadej

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

• 09/1991 → Present
  Paul J Sadej Jr Cpa Pc
  Bellmore, NY
• 06/1998 → 09/2025
  Avantax Investment Services, Inc.
  Bellmore, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bellmore, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-03 → 2025-09-05
  Avantax Advisory Services
  Bellmore, NY

Other Businesses

1) C&S Realty Inc~'NIR'~1846 White Street~Bellmore~NY~11710~Real Estate/Mortgage/Title Services/Appraisal~President~6/1/2004~1hrs~0hrs~Bookeeping. 2) Class Action Management Inc~'NIR'~500 Mamaroneck Ave, Suite 503~Harrison~NY~10528~Other~Chief Financial Officer~1/1/2006~20hrs~10hrs~mgmt Advisory for class action claim. 3) Ontology Properties LLC~'NIR'~1846 White Street~Bellmore~NY~11710~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~7/27/2013~0hrs~0hrs~Administrative. 4) Co-Exist Properties LLC~'NIR'~1846 White Street~Bellmore~NY~11710~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~9/26/2013~0hrs~0hrs~Administrative. 5) Paul J Sadej Jr CPA, PC~'NIR'~1846 White Street~Bellmore~NY~11710~Tax Preparation/Accounting~President~1/1/1995~5hrs~0hrs~Tax Preparation. 6) Yes Dear Builders Inc~'NIR'~1846 White Street~Bellmore~NY~11710~Commercial/Residential Construction/Builder~President~1/1/2006~1hrs~0hrs~Administrative. 7) C&S Realty of Bay Shore Inc~'NIR'~1846 White STreet~Bellmore~NY~11710~Real Estate/Mortgage/Title Services/Appraisal~President~6/1/2004~1hrs~0hrs~Bookeeping. 8) 2641 Dixie Lane LLC~'NIR'~1846 White St~Bellmore~NY~11710~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~1/1/2014~1hrs~0hrs~Administrative. 9) 1326 MILL CREEK LLC; POSITION: Owner NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2019; ADDRESS: 1846 White Street, Bellmore NY 11710; Oversight of managing company. 10) 11836 WHISPERING TREE LLC; POSITION: Sole Owner NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019; ADDRESS: 1846 White Street, Bellmore NY 11710; Oversee management company who handles property. 11)22 William Street Inc; Owner; Rental Property; IR; 0; 12/01/2016; 1846 White Street Bellmore NY 11710; Administrative such assigning lease and arranging for maintenance. 12)Tax Solutions NY Inc; Owner; Accounting Services/Tax Preparation; NIR; 2; 09/19/2005; 1846 White Street Bellmore NY 11710; Administrative and tax prep

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-15

Other Names

• Paul Joseph Jr Sadej