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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-07 |
| NJ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward J. Ryan Jr. | Rutherford | NJ | 01/1984 | Present |
| Avantax Investment Services, Inc | Rutherford | NJ | 08/1992 | 09/2025 |
| Avantax Advisory Services | Rutherford | NJ | 03/1994 | 09/2025 |
| Avantax Insurance Agency, Llc | Rutherford | NJ | 06/2017 | 09/2025 |
| 3 Union Ave Llc | Rutherford | NJ | 11/2018 | Present |
| Cetera Wealth Services, Llc | Rutherford | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
2) 15 Union Ave Assoc II~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~7/1/2003~1hrs~0hrs~real estate owner of commercial property 3) Asbury Road Properties,LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~1/1/1993~1hrs~0hrs~passive owner real estate.Duties are: prepare tax returns, arrange mortgage financing for property. All owners are included in any decision making. 4) Bill Moose Young Scholarship Fund Inc~475 Stuyveasant Ave~Rutherford~NJ~07070~Other~Director/Officer~1/6/2012~1hrs~0hrs~director/secretary for non profit organization that provides scholarship to children attending catholic high school 5) Edward Ryan~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~passaive real estate owner for residential properties. Collect rent, complete mortgage applications 6) NJ Society of Enrolled Agents~'NIR'~PO Box 3328~Mercerville~NJ~08619~Elected/Appointed Official~Other~11/1/2015~2hrs~0hrs~Advocating for EA's 7) New England Mutual Life Ins. Co.~15 Union ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 8) Real Estate Exchange Services LLC~15 Union Ave~Rutherford~NJ~07070~Other~Contractor~9/24/2007~0hrs~0hrs~Intermediary for Real Estate exchanges 9) Ryan Scholarship Foundation~15 Union Ave~Rutherford~NJ~07070~Nonprofit~Trustee~11/1/2015~1hrs~0hrs~Awarding scholarships to HS students 10) Ryan Financial~15 Union Ave~Rutherford~NJ~07070~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1984~40hrs~20hrs~prepare income taxes 11) Ryan Financial Mortgage LLC~15 Union Ave~Rutherford~NJ~07070~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~1031 exchanges 12) St. Mary High School~64 Chestnut St~Rutherford~NJ~07070~School/College Professor/Teacher/Administrator~Other~1/1/1989~1hrs~0hrs~Alumni Board, board member 13) United Healthcare~15 Union Ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 14) 3 Union Ave LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property~Owner~11/1/2018~1hrs~0hrs~50% owner of rental property with wife Lisa the other 50%. Decision making authority. Son Matthew manages the property. 15) NATIONAL ASSOCIATION OF ENROLLED AGENTS POSITION: Treasurer NATURE: National Association of Enrolled Agents(NAEA) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/19/2023 ADDRESS: 1730 Rhode Island Ave, Washington DC 20036 DESCRIPTION: I am chair of the finance committee and look after the financial well being of the association. 16) POWER OF ATTORNEY SAULIN POSITION: Power of Attorney NATURE: Power of Attorney for my Aunt INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 15 Union Avenue, Rutherford NJ 07070; DESCRIPTION: My aunt is in a facility suffering from Dementia and depression. I handle all financial and personal decisions for her 17) ESTATE OF THOMAS SAULINO POSITION: Executor NATURE: Executor of my uncle Tom Saulino estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2024 ADDRESS: 15 Union Avenue, Rutherford NJ 07070 DESCRIPTION: handle the administration of the estate assets. The assets are inherited by my Aunt Louise Saulino 18) NAME OF OTHER BUSINESS: EXECUTOR FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTOR FOR FRIEND; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: EXECUTOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXECUTOR FOR FRIEND;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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