Marcia Ann Geltman

Current Employers

Employment History

• 02/1988 → Present
  Nisivoccia Llp
  Mount Arlington, NJ
• 06/2008 → 10/2019
  1St Global Capital Corp.
  Mount Arlington, NJ
• 06/2008 → 10/2019
  1St Global Advisors, Inc.
  Mount Arlington, NJ
• 09/2008 → 09/2025
  Avantax Insurance Services, Inc.
  Mount Arlington, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Mount Arlington, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Mount Arlington, NJ
• 04/2022 → Present
  Randolph Chamber Of Commerce
  Mount Freedom, NJ
• 08/2008 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Mount Arlington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Arlington, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Mount Arlington, NJ
• 2008-09-12 → 2019-10-25
  1St Global Advisors Inc
  Mount Arlington, NJ

Other Businesses

1) RANDOLPH CHAMBER OF COMMERCE; POSITION: administrator/secretary NATURE: Local Chamber of Commerce - primary purpose networking for local businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 04/01/2022; po box 391, Mount Freedom NJ 07950, Attend meetings, send emails, collect payments, make deposits. There is a separate treasurer who issues checks. About 5 - 10 hours per month. $24/hr. 2) THE GROWING STAGE; POSITION: Trustee NATURE: Children's Theater INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 7 Ledgewood Ave, Netcong NJ 07857, Community Relations - outreach to local communities to promote programs provided by the Growing Stage. Finance Committee - review audited financial statements and provided recommendations regarding capital improvements, review of operating budget and discussions regarding investments. Note the board has approved, as noted in their minutes, my limitations regarding investments. The wording in the minutes was as provided by Avantax. 3) NISIVOCCIA WEALTH ADVISORS, LLC POSITION: REFERRING ADVISOR NATURE: REFERRING ADVISOR INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2015 ADDRESS: Ste 300, Mt Arlington NJ 07856, United States DESCRIPTION: I am only maintaining my license because of being a referring advisor for my family and my sister. 4) NISIVOCCIA LLP (FORMERLY NISIVOCCIA & CO, LLC) POSITION: partner NATURE: I am a retired partner of this accounting firm which is an affiliate with Nisivoccia Wealth Advisors. Nisivoccia Wealth Advisors isafinancial advisor firmunder Avantax. If this is not sufficient information, I am not sure what else you need to know. Please be more specific in any follow up requests. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2008 ADDRESS: Ste 300, Mt Arlington NJ 07856, United States DESCRIPTION: I am a retired partner receiving a buyout of my book of business. I am available as needed for consulting on tax issues. I was a tax partner with the firm before I retired. If this is not a sufficient answer, please be more specific in any follow up requests. 5) FDU - PUBLIC LECTURE SERIES POSITION: committee member NATURE: FDU provides a lecture series on various topics of interest. I previously sent a copy of the 2023 details to Northeast Compliance.Here is a link to the 2023 schedule of speakers:https://www.fdu.edu/wp-content/uploads/2023/06/pals-program.pdf? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: FDU, attention Robert Martin, Madison NJ 07940, United States DESCRIPTION: one 2 subcommittees1 - assist in securing speakers2 - finance - ensuring that payments are collected and remitted to FDU (Fairleigh Dickenson University). Review expense reports. No investment advise required or provided.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-11

Other Names

• Marcia Ann Solomon