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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Staten Island | NY | 09/2006 | 09/2025 |
| Maniscalco & Picone, Cpas, P.C. | Staten Island | NY | 08/2006 | 09/2025 |
| Avantax Advisory Services | Staten Island | NY | 11/2006 | 09/2025 |
| Maniscalco Wealth Management, Ltd | Bayhead | NJ | 01/2022 | Present |
| Posterity Family Wealth Management Ltd. | Staten Island | NY | 01/2025 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Staten Island | NY | 05/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Staten Island | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Mpf Professionals P.C. | Staten Island | NY | 09/2025 | Present |
1)NAME OF OTHER BUSINESS: MPF PROFESSIONALS P.C.; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: PARTNER ; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE FIRM AND PROVIDING TAX/ AND ACCOUNTING SERVICES; 2) MANISCALCO WEALTH MANAGEMENT, LTD POSITION: Registered Representative NATURE: I am a Financial Professional and a sub-representative to registered representative Peter A. Maniscalco - Rep #21246 at a wealth management office. Maniscalco Wealth Management offers financial planning and wealth management services to various individuals and businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 106 Bridge Avenue, Suite 3, Bayhead, NJ 08742, United States DESCRIPTION: Offer financial planning and wealth management services to various individuals and businesses. 3) NJJD REALTY LLC POSITION: Vice-President NATURE: Real Estate Holding Company. It will be purchasing a building in approximately 2 weeks. Maniscalco & Picone will be one of the tenants in the building.? INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 06/26/2023 ADDRESS: 2493 Richmond Rd, Staten Island, NY 10306, United States DESCRIPTION: Owner/Partner (20%). I will be involved in administrative/management of the LLC. This involves maintaining accounting books and records, tax return preparation, daily operations, etc. 4) POSTERITY FAMILY WEALTH MANAGEMENT LTD. POSITION: Shareholder/Registered Representative NATURE: I am a Financial professional offering financial planning and wealth management services to various individuals and businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/14/2025 ADDRESS: 2493 Richmond Rd, Staten Island, NY 10306, United States DESCRIPTION: I will be offering financial planning and wealth management services to various individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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