Robert Joseph Positano

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

• 01/1987 → Present
  Positano Tax Service & Self Employed
  Scio, OH
• 04/1996 → Present
  Archer Township
  Jewett, OH
• 06/1998 → 09/2025
  Avantax Investment Services, Inc.
  Scio, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-05-26 → 2025-09-05
  Avantax Advisory Services
  Scio, OH

Other Businesses

Archer Township~'NIR'~108E MAIN ST~SCIO~OH~43988~Government Agency Employee/Contractor~Elected/Appointed Official~4/1/1996~3hrs~3hrs~TOWNSHIP RECORD KEEPING|Positano Coin~'NIR'~108 E MAIN ST~SCIO~OH~43988~Other~Owner/Sole Proprietor~1/18/2005~4hrs~4hrs~Purchae & sale of coins primarily thru internet activity|Positano Tax & Financial Services,~'NIR'~108 E MAIN ST~SCIO~OH~43988~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1987~60hrs~60hrs~TAX PREP. ALL BUSINESS OPERATIONS|Positano Tax Service~'NIR'~108 E MAIN ST~SCIO~OH~43988~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1987~60hrs~60hrs~TAX PREP|

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-27

Other Names

• Robert Joseph Positano