Perry Paul Weyser

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

• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Ocean, NJ
• 03/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Ocean, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ocean, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-05-18 → 2025-09-05
  Avantax Advisory Services
  Bloomfield, NJ
  Ocean, NJ
  Dallas, TX

Other Businesses

1) Goode & Weyser, CPA, LLC~'NIR'~1025 Hwy 35~Ocean~NJ~07712~Tax Preparation/Accounting~Partner/General Partner~1/1/2007~80hrs~60hrs~Preparation of individual and business tax returns 2) MERCHANT ADVOCATE POSITION: Referral partner NATURE: Merchant Advocate reviews businesses credit card processing systems to determine if money can be saved. They are not a credit card processing company. I have small business clients who I may recommend hire Merchant Advocate to determine if they can save money. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/06/2022 ADDRESS: 1025 HWY 35, OCEAN NJ 07712, United States DESCRIPTION: When I prepare the tax return for the business one of the expenses I review is the merchant fees. If I believe the business can save money, I will talk to them about Merchant Advocate.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-08

Designations

• Certified Financial Planner

Other Names

• Perry Paul Weyser