Theodore S Byer

Employer firm

Smolin Wealth Advisors, LLC CRD 170081

25 advisory clients

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Smolin Wealth Advisors, Llc
  Fairfield, NJ
• 08/2010 → Present
  Smolin, Lupin & Co., P.A.
  Fairfield, NJ
• 11/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-11-14 → 2026-01-07
  Cetera Investment Advisers Llc
  Parsippany, NJ
• 2014-01-24 → 2024-08-22
  Smolin Wealth Advisors, Llc
  Fairfield, NJ
• 2003-10-29 → 2010-12-31
  Strategic Advisory Group Llc
  Roseland, NJ

Other Businesses

SMOLIN, LUPIN & CO., P.A. -- NOT INVESTMENT RELATED -- 165 PASSAIC AVENUE, FAIRFIELD, NJ 07004 -- MEMBER SINCE 08/2010 -- MR. BYER IS A MEMBER WITH THE ACCOUNTING FIRM OF SMOLIN,LUPIN & CO., P.A. ("SLC") WHERE HE IS A LICENSED AND PRACTICING CERTIFIED PUBLIC ACCOUNTANT PROVIDING ACCOUNTING SERVICES FOR SEPARATE AND TYPICAL COMPENSATION. MR. BYER WILL SPEND THE MAJORITY OF HIS TIME ON THE ACCOUNTING PRACTICE.

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Theodore Scott Byer