Paul Joel Feinsinger

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

• 02/1983 → Present
  Paul J Feinsinger Cpa Pa
  Hobe Sound, FL
• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Hobe Sound, FL
• 05/2009 → 09/2025
  Avantax Insurance Agency, Llc
  Hobe Sound, TX
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hobe Sound, FL

Previous Registrations

• 1999-04-14 → 2025-09-05
  Avantax Advisory Services
  Hobe Sound, FL

Other Businesses

1) Paul J. Feinsinger, CPA, PA~'NIR'~11616 SE Dixie Highway~Hobe Sound~FL~33455~Tax Preparation/Accounting~Tax Preparation/Accounting~12/28/1998~120hrs~100hrs~CPA. 2) PHYLISS BITTING ESTATE POSITION: Personal Rep NATURE: Perform duties of individual deceased. Managing and finalizing estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/12/2025 ADDRESS: 11616 SE Dixie Hwy, Hobe Sound FL 33455, United States DESCRIPTION: As personal rep duties are marshaling the assets, resolving expenses, completing tax obligations, and disposing of assets per last wishes/ legal documents. There are no brokerage accounts nor will there be any in the future.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-12

Designations

• Certified Financial Planner

Other Names

• Paul Joel Feinsinger