Patrick Michael Trombetta

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

• 06/2016 → 10/2019
  1St Global Capital Corp
  Cranford, NJ
• 06/2016 → 10/2019
  1St Global Advisors, Inc
  Cranford, NJ
• 06/1984 → Present
  Mspc Certified Public Accountants And Advisors, P.C.
  Cranford, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Cranford, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Cranford, NJ
• 04/2023 → Present
  Avantax Planning Partners, Inc.
  Cranford, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cranford, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Cranford, NJ
• 2016-06-07 → 2019-10-25
  1St Global Advisors Inc
  Cranford, NJ

Other Businesses

1) MS INVESTMENT PARTNERS (MSIP) POSITION: CONSULTING PARTNER, FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: , Cranford NJ 07016, United States DESCRIPTION: Financial Advisor 2) TRINITY HALL SCHOOL POSITION: Varsity Soccer Coach NATURE: Head Varsity Soccer Coach INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2022 ADDRESS: 340 North Avenue, 3rd Floor, Cranford NJ 07016, United States DESCRIPTION: Coach, train and develop student athletes to compete at the High School Varsity Level

Exams

• S66 Uniform Combined State Law Examination
  2016-06-02