Brent Stephen Bocian

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

• 05/2025 → 09/2025
  Avantax Advisory Services
  Mars, PA
• 08/2024 → 11/2025
  Eden Christian Academy
  Sewickley, PA
• 03/2019 → Present
  Quick Guide Tax Llc
  Mars, PA
• 09/2016 → 04/2019
  Bocian Interpreting Group, Llc
  Washington, DC
• 06/2012 → 09/2016
  Tcs Interpreting & Captions
  Silver Spring, MD
• 12/2017 → Present
  Author
  Mars, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-05-12 → 2025-09-05
  Avantax Advisory Services
  Mars, PA
  Dallas, TX

Other Businesses

1) Quick Guide Tax, LLC; Member; Practice provides tax preparation, tax debt relief, representation, business formation support, and bookkeeping services as well as general tax advising .  Quick Guide Tax LLC was formerly known as Labyrinth, LLC. The business name was changed upon domestication into Pennsylvania (from Washington, DC to Pennsylvania). ; NIR; 160; 80; 03/03/2019; 219 Cranesbill Drive Mars PA 16046; Prepare tax returns. Provide customer service and responses to client inquiries. Provide accounting oversight and workflow management. Develop marketing and outreach plans for the practice. 2) Author; Co-author; Wrote a book and posted it for sale through Amazon affiliates program.  1. "The Interpreter's Quick Guide to Self-Employment" (2nd edition) - Published June 6, 2019. This book is designed for American Sign Language interpreters who are self-employed or students attending an interpreting program in college. This book covers basic tax concepts regarding some 2019 updates, business structures, common interpreter/freelancer deductions, basic understanding of Retirement for freelancers and general self-employment tips for freelancers, such as self-care and bookkeeping. The first edition of this book is no longer available to order.  2. "The Beauty in Our Gifts" - Published July 18, 2024. This is a children's book for ages 4 to 7. 3. "The Collection: World of Deafness Volume 1 First Edition" - Published July 10, 2007, written by Brent Bocian (no co-author).  This book is an undergraduate thesis paper that was converted to a paperback. It is no longer available and cannot be ordered.  ; No; 1; 0; 12/01/2017; 219 Cranesbill Drive Mars PA 16046; Maintain updates as needed in the Amazon account such as price adjustments or provide insights on revisions needed. 3) DBA: Quick Guide Wealth; Member; Entity which I provide tax filing services and Avantax Wealth management services. I provide tax and bookkeeping services, advice, investment guidance, and products. Additionally, Quick Guide Tax LLC was formerly known as Labyrinth, LLC. The business name was changed upon domestication from Washington, DC to Pennsylvania. ; Yes; 15; 15; 03/03/2019; 219 Cranesbill Drive Mars PA 16046; I provide tax and bookkeeping services and advice, plus investment and product guidance to my clientele. Also, provide insights into clients' tax situations, which can then influence their financial decisions, including investments. 4) Rental Property; Property Owner; I have a rental property in Washington, DC since 2021, and it is currently being managed by a Property Management company named Nomadic Real Estate, which is also located in Washington, DC. Since I live in Pennsylvania, I do not have physical contact with the property and occasionally correspond with the property manager and the head tenant.  ; IR; 1; 0; 05/11/2021; 219 Cranesbill drive Mars PA 16046; My duties involved: Review lease agreements (annually). Make revisions if needed. Approve tenant applications. Review the tenant's job history, credit score, and tenant history. Make final approval on repairs above $500.Monitor utility automatic payments. Keep an eye on bills/expenses

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-21

Other Names

• Brent Bocian