Joseph Nicholas Russell

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

• 01/1991 → Present
  O'COnnor Davies & Co Llp
  Paramus, NJ
• 06/1996 → Present
  Century Advisory Group, Llc
  Woodcliff Lake, NJ
• 07/2017 → 10/2019
  1St Global Capital Corp.
  Cranford, NJ
• 07/2017 → 10/2019
  1St Global Advisors, Inc.
  Cranford, NJ
• 07/2017 → 09/2025
  Avantax Insurance Services
  Cranford, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Woodcliff Lake, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc
  Woodcliff Lake, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Woodcliff Lake, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Woodcliff Lake, NJ
• 2017-07-07 → 2019-10-25
  1St Global Advisors Inc
  Woodcliff Lake, NJ
• 2003-01-03 → 2015-12-07
  Oppenheimer & Co. Inc.
  New York, NY
  New York, NY
  Paramus, NJ
• 2003-04-15 → 2007-11-14
  Oppenheimer Asset Management
  New York, NY
• 2002-07-30 → 2003-01-03
  Cibc World Markets Corp.
  New York, NY

Other Businesses

Century Advisory Group, LLC Position: Director & Investment Adviser Representative Description of the business : Wealth management Start Date: 06/1996 Location of the business : 300 Tice Blvd. Ste 315, Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 5 Hours devoted to business outside trading hours : 5 INVESTMENT RELATED: YES O'Connor Davies, LLP Position: Certified Public Accountant and Partner Description of the business : Accounting Start Date: 01/1991 Location of the business : 300 Tice Blvd. Ste 315, Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 160 Hours devoted to business outside trading hours : 160 INVESTMENT RELATED: YES Independent Insurance Agent Position: Insurance Agent Start Date: 07/2017 Location of the business : 300 Tice Boulevard, Suite 315 Woodcliff Lake, NJ 07677 Hours devoted to business during trading hours : 1 Hours devoted to business outside trading hours : 1 INVESTMENT RELATED: YES

Exams

• S66 Uniform Combined State Law Examination
  2000-05-24

Other Names

• Joseph N. Russell