Joseph R Aliciene

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

• 01/1992 → Present
  Joseph R. Aliciene
  Pittston, PA
• 12/1999 → 09/2025
  Avantax Investment Services
  Pittston, PA
• 01/2005 → 09/2025
  Avantax Advisory Services
  Pittston, PA
• 08/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Dallas, TX
• 01/2017 → 10/2023
  Riverdog-Pittston Llc
  Pittston, PA
• 09/2014 → Present
  Downs & Aliciene Accountants And Financial Service
  Wyalusing, PA
• 01/2009 → Present
  J R Aliciene Agency
  Pittston, PA
• 12/2009 → Present
  Joseph Aliciene & Co
  Pittston, PA
• 01/1999 → Present
  Joseph R Aliciene Jr
  Pittston, PA
• 12/2023 → Present
  Aliciene Tax & Financial Solutions Llc
  Pittston, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wyalusing, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2015 → Present
  Riverdog Llc
  Wyalusing, PA

Previous Registrations

• 2005-01-11 → 2025-09-05
  Avantax Advisory Services
  Pittston, PA
  Shavertown, PA
  Dallas, TX

Other Businesses

1 J R Aliciene Agency 1216 MaIN Street~Pittston~PA~18640~Insurance Agent~Owner~1/12/2009~10hrs~10hrs~Owner 2) Riverdog-Pittston LLC; Owner; Rental Property; IR; 0; 01/01/2017; 1216 Main Street Pittston, Pa 18640 Pittston PA 18640; I am the General Partner, and I am a check signer and maintain the general Ledger. I am responsible for the maintenance. 3) RiverDog LLC; Owner; Rental Property; IR; 0; 07/01/2015; 1216 Main STreet Pittston PA 18640; Maintain the office and grounds. 3) Joseph Aliciene & Co.~'NIR'~1216 Main STreet~Pittston~PA~18640~Accounting Services/Tax Preparation~Owner~12/1/2009~25hrs~25hrs~I am the 100% owner and Manager. I am in charge of Quality Control. 4) Downs & Aliciene Accountants and Financial Service 34 Main Street, PO Box 309~Wyalusing~PA~18853~Accounting Services/Tax Preparation~Owner~9/25/2014~80hrs~80hrs~I do Corporate Partnership and Induvial Taxes. I also do payroll and payroll and sales tax returns. I do financial statements and have client meetings. 5) SLOCUM ESTATES HOMEOWNERS ASSOCIATION POSITION: Treasurer NATURE: Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 17 Windy Drive, Shavertown PA 18640, DESCRIPTION: Bookkeeping check writing and Tax Return 6) WYALUSING CHAMBER OF COMMERENCE POSITION: Board Member NATURE: Board Position INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2018 ADDRESS: 121 Main Street, Wyalusing PA 18853, United States DESCRIPTION: I am a check signer and maintain the general Ledger. 7) JOSEPH R ALICIENE JR POSITION: Owner NATURE: Investments and Insurance process through Avantax INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1999 ADDRESS: 1216 Main St., Pittston PA 18640, United States DESCRIPTION: I am the Representative, who's duties include recommending investments, Manage customer relationships. and help client meets their objectives. 8)ALICIENE TAX & FINANCIAL SOLUTIONS LLC POSITION: Owner NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/01/2023 ADDRESS: 1216 Main St., Pittston PA 18640, United States DESCRIPTION: I am the 100% owner and Manager. I am in charge of quality control 9) NAME OF OTHER BUSINESS: SLOCUM ESTATE HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 17 WINDY DR, SHAVERTOWN, PA 18708; NATURE OF BUSINESS: BOARD; START DATE: 1/2013; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MAINTAIN CHECKING; 10) NAME OF OTHER BUSINESS: RIVERDOG LLC; INVESTMENT RELATED: NO; ADDRESS: PO BOX 309, 34 MAIN ST, WYALUSING, PA 18853; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 6/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: LANDLORD;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-06
• S63 Uniform Securities Agent State Law Examination
  2000-01-20