Joseph Michael Checchio

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

• 02/1982 → Present
  J. Michael Checchio
  Philadelphia, PA
• 07/1995 → 09/2025
  Avantax Investment Services, Inc.
  Mt. Laurel, NJ
• 10/2013 → 09/2025
  Avantax Advisory Services
  Mt. Laurel, NJ
• 03/1995 → 09/2025
  Avantax Insurance Agency, Llc
  Mt. Laurel, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cherry Hill, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-16 → 2025-09-05
  Avantax Advisory Services
  Cherry Hill, NJ
  Dallas, TX
  Mt Laurel, NJ
  Cherry Hill, NJ
• 1995-10-30 → 2013-06-13
  Avantax Advisory Services
  Philadelphia, PA

Other Businesses

1) J. Michael Checchio, MBA~7020 Torresdale avenue~Philadelphia~PA~19135~Tax Preparation/Accounting~Tax Preparation/Accounting~2/1/1982~90hrs~40hrs~public accountanting and tax preparation. 3) J. MICHAEL CHECCHIO, MBA POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1982 ADDRESS: 3000 Atrium Way Suite 222, Mount Laurel NJ 08054, United States DESCRIPTION: public accountanting and tax preparation. 4) HEALTH & LIFE INSURANCE POSITION: Insurance Sales Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1996 ADDRESS: 3000 ATRIUM WAY STE 222, MOUNT LAUREL NJ 08054-3924, United States DESCRIPTION: insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-03
• S63 Uniform Securities Agent State Law Examination
  1991-02-06

Other Names

• Joseph Michael Checchio