Mitchell Robert Stagnone

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

• 07/2012 → Present
  Tyler, Simms And St. Sauveur Cpa's, P.C.
  Lebanon, NH
• 12/2022 → 09/2025
  Avantax Investment Services Inc.
  Lebanon, NH
• 12/2022 → 09/2025
  Avantax Advisory Services
  Lebanon, NH
• 02/2024 → Present
  Tsswmm Financial Group
  Lebanon, NH
• 05/2024 → Present
  Ascend Partner Services Llc
  Lebanon, NH
• 05/2024 → Present
  Ascend Partner Holdings, Llc
  Lebanon, NH
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Lebanon, NH
• 05/2025 → Present
  Tswm Advisory Group
  Lebanon, NH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lebanon, NH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-10 → 2025-09-05
  Avantax Advisory Services
  Lebanon, NH

Other Businesses

1) TYLER, SIMMS AND ST. SAUVEUR CPA'S, P.C. POSITION: Partner NATURE: Assurance and Accounting Tax Consulting and Compliance Estate Planning Employee Benefit Planning Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/09/2012 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Tax Return Preparation Tax planning and Consulting Business operations consulting Financial Statement preparation Employee management 2) TSS WEALTH MANAGEMENT POSITION: Partner NATURE: Wealth management and advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2023 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Client referralsTax specific planning 3) TSSWMM FINANCIAL GROUP POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Management and client referrals 4) ASCEND PARTNER SERVICES LLC POSITION: Partner NATURE: CPA/Tax/Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: CPA/Tax/Consulting services to the CPA firm 5) ASCEND PARTNER HOLDINGS, LLC POSITION: Investor NATURE: This company is the sole owner of TSS Advisors, LLC. TSS Advisors, LLC purchased the assets of Tyler, Simms & St. Sauveur, CPAs PLLC and is the new operating company of our old CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I provide general CPA services including tax and consulting services for TSS Advisors, LLC as a CPA. 6) TSWM ADVISORY GROUP POSITION: Owner NATURE: Financial Services Wealth Management Financial Planning Portfolio Services Retirement Services Planning Legacy Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 05/30/2025 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Management and Oversight of Firm Client Referrals Consulting and Advisory on Mutual firm clients (I am listed as a referring advisor)

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10

Other Names

• Mitchell Stagnone
• Mitchell R Stagnone