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Aldo C Pizzoli

Cetera Investment Advisers LLC

Pearl River, NY

CRD 2280608

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

Pearl River, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Pearl River NY 07/2002 09/2025
Hostipal For Special Surgery New York NY 09/2013 10/2020
Avantax Advisory Services Pearl River NY 07/2002 09/2025
Avantax Insurance Agency And/Or Avantax Insurance Services Pearl River NY 07/2002 07/2025
Cetera Wealth Services, Llc Pearl River NY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/2002 → 09/2025
    Avantax Investment Services, Inc.
    Pearl River, NY
  • 09/2013 → 10/2020
    Hostipal For Special Surgery
    New York, NY
  • 07/2002 → 09/2025
    Avantax Advisory Services
    Pearl River, NY
  • 07/2002 → 07/2025
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Pearl River, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Pearl River, NY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-09-07 → 2025-09-05
    Avantax Advisory Services
    Pearl River, NY
Other Businesses

1) ACP Financial Group 41 Oriole St. Pearl River NY 10965 Computer Consulting/Services/Development~Contractor~1/19/2005~80hrs~0hrs~Advise/Administer software 2) ACP Financial Group 41 Oriole St Pear River NY 10965 Tax Preparation/Accounting President~1/6/2010~50hrs~0hrs~Review, Analyze and complete accounting and tax reports 3) EIA POSITION: Financial Service Representative NATURE: Sales of Equity Indexed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2025 ADDRESS: 41 ORIOLE ST, PEARL RIVER NY 10965, United States DESCRIPTION: Provide information and Make recommendation to Clients about Equity Indexed Annuities if its in their best Interest.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-14
  • S63 Uniform Securities Agent State Law Examination
    1992-12-14
Other Names
  • Aldo C Brazil

View on SEC IAPD

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