Renay Polite-Neilly

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

• 01/2000 → 09/2025
  Avantax Investment Services, Inc.
  Miami, FL
• 12/2004 → Present
  Rental Property
  Miami, FL
• 02/2013 → 09/2025
  Avantax Advisory Services
  Miami, FL
• 04/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Miami, FL
• 05/2016 → 08/2019
  Columbus Life
  Cincinnati, OH
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Miami, FL

Previous Registrations

• 2013-02-21 → 2025-09-05
  Avantax Advisory Services
  Hialeah, FL

Other Businesses

1) Rental Property~'NIR'~20742 NW 41 AVE RD~MIAMI~FL~33055~Rental Property Owner/Management~Owner/Sole Proprietor~12/21/2004~5hrs~0hrs~OWNER-INVESTMENT PROPERTY 2) Rental Property~'NIR'~5030 NW 183rd Street~Miami~FL~33055~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2009~2hrs~1hrs~management 3)Neilly Financial Services~'NIR'~5030 NW 183rd Street~Miami~FL~33055~Tax Preparation/Accounting~President~1/4/2013~120hrs~100hrs~Financial. Accounting, Tax Preparation and Insurance Services|

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-23
• S63 Uniform Securities Agent State Law Examination
  2000-05-25

Other Names

• Renay Polite-Neilly
• Renay Lavette Neilly