Reynold Peter Cicalese

Current Employers

Employment History

• 06/2005 → Present
  Alloy Silverstein Shapiro Adams Mulford Cicalese Wilson And Co.
  Cherry Hill, NJ
• 10/2012 → 10/2019
  1St Global Capital Corp
  Cherry Hill, NJ
• 10/2012 → 10/2019
  1St Global Advisors, Inc
  Cherry Hill, NJ
• 07/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Cherry Hill, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Cherry Hill, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Cherry Hill, NJ
• 07/2021 → Present
  Alloy Silverstein Cpas
  Cherry Hill, NJ
• 06/2024 → Present
  Njcpa Scholarship Fund
  Roseland, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cherry Hill, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Cherry Hill, NJ
  Cinnaminson, NJ
  Dallas, TX
• 2013-01-01 → 2019-10-25
  1St Global Advisors Inc
  Cherry Hill, NJ

Other Businesses

1) 900 KINGS HIGHWAY NORTH ASSOCIATES, LLC POSITION: OWNER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: Cherry Hill NJ , USA DESCRIPTION: BUILDING RECENTLY SOLD 2) ALLOY SILVERSTEIN FINANCIAL SERVICES POSITION: REFERRING CPA NATURE: FINANCIAL SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 ADDRESS: Cherry Hill NJ , USA DESCRIPTION: BUILDING RECENTLY SOLD 3) CBAC - COOPERATIVE BUSINESS ASSISTANCE CORPORATION POSITION: Director NATURE: I would be on the Board of Directors for the organization. Cooperative Business Assistance Corporation (CBAC) is a non-profit, public-private partnership created in 1987. Established to encourage the growth and stability of the small business sector, CBAC facilitates opportunities for banks to make business loans in the City of Camden, NJ, Philadelphia, PA, and the 6 counties located in Southern NJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 328 Market Street, Camden NJ 08102, United States DESCRIPTION: I would be on the Board of Directors for the organization, so I would have the typical types of responsibilities that go along with those types of positions 4) GET RICH OR DIE TRYING, LLC POSITION: Member NATURE: Will buy & hold stock through an Avantax account in a partnership with my 2 brothers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2020 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: None. Investor through a separate LLC (Cboyz Associates) 5) ALLOY SILVERSTEIN CPAS; POSITION: Soon to be shareholder NATURE: Currently an employee, but expecting to be an minority owner (5%) within the next month. CPA firm dealing with commercial and personal clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2021 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: Management of various projects and ongoing client interaction 6) ALLOY SILVERSTEIN BUY SELL LLC POSITION: Owner NATURE: A buy-sell agreement related to my ownership of Alloy Silverstein. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: Responsible for making sure insurance premium payments are made 7) CBOYZ ASSOCIATES LLC POSITION: OWNER NATURE: Investment club INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 900 North Kings Hwy Ste 100, Cherry Hill NJ 08034, United States DESCRIPTION: Contribute money to invest in the stock market every once in awhile, partnership with my brother. 8) SOUTHWEST JERSEY CHAPTER OF NJCPA POSITION: Member of the Board of Directors, Hold the position of Secretary NATURE: The OBA is a professional organization of CPAs who are mainly responsible for organization continuing education programming for local CPAs. There INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 425 Eagles Rock Ave, Ste 100, Roseland NJ DESCRIPTION: As a member of the Board, I will be responsible for decision making on venues, registrations, programming, etc. 9) NJCPA SCHOLARSHIP FUND POSITION: Board Member NATURE: Would be on the board of the scholarship fund. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 105 Eisenhower Parkway, Suite 300, Roseland NJ 07068, United States DESCRIPTION: Assisting in the administration of providing scholarships to candidates in high school and colleges.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-29

Other Names

• Ren Peter Cicalese
• Reynold Cicalese