Clare Marie Shaw

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

• 10/1996 → Present
  Clare M. Shaw Cpa
  Lower Maxefield, PA
• 12/2005 → 09/2025
  Avantax Investment Services, Inc.
  Langhorne, PA
• 06/2014 → 09/2025
  Avantax Advisory Services
  Langhorne, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Langhorne, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-07-01 → 2025-09-05
  Avantax Advisory Services
  Warwick, PA
  Dallas, TX

Other Businesses

1) Clare M. Shaw CPA~Luxembourg Corporate Center, 202 Corporate Drive East~Langhorne~PA~19047~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1995~120hrs~120hrs~Accounting, Taxation, Management of Practice. 2) Pennsylvania Society of Tax And Accounting Profess~20 Erford Road, Suite 200~Harrisburg~PA~17102~Club/Association Director/Officer~Director/Officer~11/15/2008~4hrs~0hrs~Responsible for chapter education and general duties of the board of directors. 3) CORPORATE CENTER REALTY LLC POSITION: Owner NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2006 ADDRESS: Luxembourg Corporate Center, 202 Corporate Drive Eas, Langhorne PA 19047, United States DESCRIPTION: I am the sole owner of the property and, therefore, am responsible for the financial operations as well as the operation in general. 4) KATHLEEN BARRY CPA POSITION: Landlady NATURE: Kathleen will utilize one of my offices to prepare tax returns and meet with her clients. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: Luxembourg Corporate Center, 202 Corporate Drive East, Langhorne PA 19047, United States DESCRIPTION: I have no particular responsibilities toward Kathleen. I act as a landlord only. 5) WARD LEASING, INC. POSITION: Outside Accountant NATURE: I am the Outside Accountant for the business. I process payments for accounts payable of the business entity. Additionally, I remit a monthly wage payment to the one employee they have. I prepare the checks, sign them, and remit to vendor/employee. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2023 ADDRESS: Luxembourg Corporate Center, 202 Corporate Drive East, Langhorne PA 19047, United States DESCRIPTION: Remit payment for Accounts Payable Prepare and mail payroll check to employee Reconcile bank account Prepare monthly, quarterly, and annual payroll taxes Prepare annual Federal and State tax returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-30

Other Names

• Clare Marie Mcgowan