Roland Redmond Mcduell

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

• 05/1988 → Present
  Roland R Mcduell,Ltd.T/A Goldstein & Mcd
  Elkins Park, PA
• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Elkins Park, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elkins Park, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-03-19 → 2025-09-05
  Avantax Advisory Services
  Elkins Park, PA

Other Businesses

Rental Property~'NIR'~221 E Church Rd~Elkins Park~PA~19027~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1986~24hrs~0hrs~Manage rental real estate. Hire contractors, pay bills, etc.|Roland R McDuell LTD T/A Goldstrin~'NIR'~7804 Montgomery Ave, Suite 1~Elkins Park~PA~19027~Tax Preparation/Accounting~Tax Preparation/Accounting~5/1/1988~50hrs~30hrs~Accounting, Bookeeping and tax preperation|Mission Financial Services~'NIR'~7804 Montgomery Ave, Suite 1~Elkins Park~PA~19027~Tax Preparation/Accounting~Accountant/Bookkeeper~1/1/2010~160hrs~160hrs~Accounting|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-08
• S63 Uniform Securities Agent State Law Examination
  1998-12-02

Other Names

• Roland Redmond Mcduell