Chase Robert Cetta

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

• 05/2024 → Present
  Koval & Casagrande, Cpas, Pllc
  Melville, NY
• 05/2022 → 05/2024
  Mazars Usa Llp
  Woodbury, NY
• 01/2020 → 04/2022
  Koval & Casagrande, Cpas, Pllc
  Melville, NY
• 04/2019 → 12/2019
  Gamma Laboratories- G Fuel
  West Babylon, NY
• 01/2023 → Present
  Chase R. Cetta, Cpa
  East Northport, NY
• 01/2019 → 04/2019
  Koval & Casagrande, Cpas, Pllc
  Melville, NY
• 01/2015 → 04/2019
  St. Anthony Of Padua Rc Church
  East Northport, NY
• 07/2015 → 08/2018
  Signature Bank
  New York, NY
• 01/2017 → 04/2020
  St. John's University
  Jamaica Queens, NY
• 08/2024 → 09/2025
  Avantax Investment Services Inc.
  Melville, NY
• 08/2024 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 02/2024 → Present
  68 Southbridge, Llc
  Watertown, NY
• 08/2016 → 05/2020
  St. John's University
  Jamaica Queens, NY
• 01/2024 → Present
  529 South Main St Llc
  Watertown, MA
• 01/2023 → Present
  Chase R. Cetta, Cpa
  East Northport, NY
• 02/2024 → Present
  68 Southbridge, Llc
  Watertown, MA
• 05/2024 → Present
  Koval & Casagrande, Cpas, Pllc
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-02-04 → 2025-09-05
  Avantax Advisory Services
  Melville, NY
  Dallas, TX

Other Businesses

1) CHASE R. CETTA, CPA; Sole Proprietor; Personalised income tax preparation, tax advice, bookkeeping and accounting support; NIR; HRS 5; HRS 2; 01/02/2023; 101 Gail Ct, East Northport NY 11731; Preparation of client's tax returns, Tax notice and compliance assistance, bookkeeping support, non attestation financial statement preparation. General financial planning, tax planning, budgeting advice. 2) 68 SOUTHBRIDGE, LLC; Member; Residential Rental property in Massachusetts; IR; HRS 1; SHRS 0; 02/27/2024; 15 Main St, Ste 223, Watertown MA 02472; No duties, limited investor partnership. 3) NORTHPORT EAST NORTHPORT SCHOOL DISTRICT AUDIT COMMITTEE; Ultimately the board is responsible for review and action on audit report. Duties include: External Audit recommendations regarding the selection of the external auditor to the Board of Education. Meet with the external auditor prior to commencement of the audit to review the engagement letter. Review and discuss with the external auditor any risk assessment of the district's fiscal operations developed as part of the auditor's responsibilities under governmental auditing standards for a financial statement audit and federal single audit standards, if applicable. Receive and review the draft annual audit report. Internal Audit recommendations to the Board of Education regarding the appointment of the internal auditor. Assist in the oversight of the internal audit function, including reviewing the annual internal audit plan to ensure that high risk areas and key control activities are periodically evaluated and tested, and reviewing the results of internal audit activities. NIR; HRS 1 SHRS 0; 10/06/2022; 158 Laurel Ave, Northport NY 11768; Typically five meetings per year.1. Recommend an external auditor to the board for the school year. Meet with Auditor to review the audit plan for the year end and discuss key areas.2. Meet with external auditor at the conclusion of the audit and review findings before presentation to the board.3. Meet with external auditor to review Federal Grant audit.4. Recommend an internal auditor to the board. Meet with the auditor to review the areas of control testing for the year.5. Meet with the internal auditor and review report of controls. 4) KOVAL & CASAGRANDE, CPAS, PLLC; CPA; Koval & Casagrande, CPAs, PLLC offers tax preparation, tax planning, bookkeeping, retirement planning, financial planning and investment planning services; NIR; HRS 160; SHRS 130; 05/06/2024; 324 South Service Rd, Suite 118, Melville NY 11747; CPA at a public accounting firm. Service client needs with regards to income tax preparation, notice & tax compliance issues, bookkeeping and accounting support, payroll & sales tax prep. 5) 529 SOUTH MAIN ST LLC; Member; RV Campground in Newport New Hampshire; IR; HRS 1; SHRS 0; 01/07/2024; 15 Main St, Ste 223, Watertown MA 02472; No duties, limited investor partnership. 6) FATHER THOMAS A. JUDGE #6893 KNIGHTS OF COLUMBUS; Treasurer; The council is registered with the IRS as a501(c)(8)? fraternal beneficiary society. Our main principles of charity, unity and fraternity are demonstrated in the many activities we promote in service to the community, while functioning as a social club for it's members, while encouraging religious vocations to the priesthood and religious life, donating to local charities and families in need? NIR; HRS 5; SHRS 0; 07/01/2024; 20 Cheshire Pl, East Northport NY 11731; As the Treasurer I handle all council funds, receive money from the financial secretary and deposit it into the proper accounts, maintain checking and savings accounts, responsible for paying all council expenses and keeping and accurate set of books and records.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04

Other Names

• Chase Cetta
• Chase R Cetta