Harold Neil Mandelbaum

Current Employers

Employment History

• 02/1993 → Present
  Joe Salamo
  New York, NY
• 01/1995 → Present
  Harold Mandelbaum
  Ny, NY
• 01/2006 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 01/2007 → Present
  United Health Care
  Eaton Town, NM
• 07/1999 → 09/2025
  Avantax Insurance Agency, Llc.
  New York, NY
• 09/2018 → Present
  Auldbrass Partners Llc
  New York, NY
• 01/2017 → 09/2025
  Avantax Advisory Services
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New York, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-20 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  Dallas, TX

Other Businesses

1) Guardian Berkshire~'NIR'~PO Box 26210~Lehigh Valley~PA~18002~Independent Insurance Agent~Insurance Sales Agent~1/1/1997~1hrs~1hrs~I was approved in in 1997 for disablity sales through Guardian Berkshire 2) Harold N. Mandelbaum CPA~'NIR'~555 Fifth Avenue 9th Fl~new york~NY~10017~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1993~120hrs~120hrs~Tax, Consulting and Bus Mngt Services 3) Joseph A. Salamo~'NIR'~555 Fifth Ave, 9th FL~New York~NY~10017~Accounting/Bookkeeping (No Tax Preparation)~Other~1/1/1993~120hrs~120hrs~Position: CPA 4) United Health Care~'NIR'~246 Industrial Way~Eaton Town~NM~07724~Independent Insurance Agent~Insurance Sales Agent~1/1/2007~2hrs~2hrs~Health Insurance 5) Auldbrass Partners LLC~'IR'~250 Park Ave, NY, NY~New York~NY~10177~Accounting Services/Tax Preparation~Independent Contractor~9/1/2018~6hrs~6hrs~I Provide Outsourced Controller Services. I bill Through My Accounting Practice (Not a W-2 Employee), But I am viewed as an outsourced Controller

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-10

Designations