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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

320 Fayette St, Manlius, NY 13104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Manlius NY 05/2015 09/2025
Mario Bottoni, Cpa, Pc Fayetteville NY 01/2005 Present
Avantax Advisory Services Manlius NY 09/2015 09/2025
Cetera Wealth Services, Llc Manlius NY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 05/2015 → 09/2025
    Avantax Investment Services, Inc.
    Manlius, NY
  • 01/2005 → Present
    Mario Bottoni, Cpa, Pc
    Fayetteville, NY
  • 09/2015 → 09/2025
    Avantax Advisory Services
    Manlius, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Manlius, NY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-09-11 → 2025-09-05
    Avantax Advisory Services
    Manlius, NY
    Dallas, TX
Other Businesses

1) Advanced Financial Services Corp. 320 Fayette Street~Manlius~NY~13104~Finance~Director/Officer~11/4/2015~2hrs~2hrs~Quarterly Bookkeeping & Tax Returns. This is a holding company for Accu-Pay, our payroll and bookkeeping company 2) Accu-Pay Payroll & Bookkeeping Services, Inc. 320 Fayette Street~Manlius~NY~13104~Tax Preparation/Accounting~Chief Executive Officer~7/21/2010~10hrs~0hrs~Management. Review & correct payroll and bookkeeping projects 3) Bascol, Inc 4610 Wetzel Road~Liverpool~NY~13090~Nonprofit~Treasurer/Comptroller~1/1/2014~2hrs~2hrs~Board Member, Treasurer. Monthly meetings & Treasurer's Report 4) Mario Bottoni, CPA, PC 117 Highbridge Street~Fayetteville~NY~13066~Tax Preparation/Accounting~President~1/1/2005~160hrs~120hrs~Provide accounting, bookkeeping, payroll, and tax preparation services 5) Purple investors Group, LLC 320 Fayette Street~Manlius~NY~13104~Real Estate~Partner/General Partner~10/26/2015~1hrs~1hrs~Yearly tax return. This entity owns our office building

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2015-07-20
Other Names
  • Mario Bottoni

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