Glenn Robert Schwier

Current Employers

Employment History

• 04/2014 → Present
  Nisivoccia Llp
  Mount Arlington, NJ
• 09/2021 → Present
  Nisivoccia Wealth Advisors
  Mount Arlington, NJ
• 10/2021 → 09/2025
  Avantax Investment Services Inc.
  Mount Arlington, NJ
• 10/2021 → 09/2025
  Avantax Advisory Services
  Mount Arlington, NJ
• 11/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Mount Arlington, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Arlington, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-11-23 → 2025-09-05
  Avantax Advisory Services
  Mount Arlington, NJ

Other Businesses

1) WEALTHSPRING FINANCIAL PARTNERS LLC POSITION: owner NATURE: This is the proposed acquisition vehicle of various Financial services and tax practices. The vehicle was created so that we could operate those acquired businesses and not confuse them with the Nisivoccia LLP brand. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2022 ADDRESS: 200 Valley Road, Suite 300, Mount Arlington NJ 07856, United States DESCRIPTION: Investor 2) NISIVOCCIA WEALTH ADVISORS POSITION: financial professional NATURE: Nisivoccia Wealth Advisors is marketing and cost sharing arrangement for activity with Avantax. Offers financial planning, working with clients in developing their investment strategies INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/16/2021 ADDRESS: 200 Valley Road, Suite 300, Mt. Arlington NJ 07856, United States DESCRIPTION: Member on licensing starting January 1, 2022.part of marketing of firms wealth management services and cost sharing arrangement for activity with Avantax. Once licensed I will meet with clients, provide investment advice, financial planning, discuss financial goals and talk over ways to accomplish goals, I won't be working under this OBA until licensed 3) NISIVOCCIA LLP POSITION: Partner NATURE: Partner in the accounting firm Nisivoccia LLP. Partner in tax department.firm provides audit, tax and business advisory services including client accounting services (bookkeeping)Audits are for nonprofit entities, retirement plans, for profit businesses and governmental entities. No publicly traded entities.Tax area includes preparation of tax returns for individuals, corporations and partnerships as well as bookkeeping and advisory services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 04/01/2014 ADDRESS: 200 Valley Road, Suite 300, Mt. Arlington NJ 07856, United States DESCRIPTION: I am a tax partner at Nisivoccia LLP. Review tax returns for individuals, partnerships, s corporations and partnerships.Handle tax research on complex issues, advise clients on payroll issues, estate and gift planning for clients, foreign asset reporting for individuals and u.s. reporting for foreign entities with u.s. subsidiaries.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-22

Other Names

• Glenn R Schwier