Ronald Steven Reale

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

• 05/1998 → 09/2025
  Avantax Investment Services, Inc.
  Gilboa, NY
• 01/2011 → 01/2022
  Coram Fire District
  Coram, NY
• 07/2023 → 09/2025
  Avantax Advisory Services
  Gilboa, NY
• 08/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Gilboa, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-12-22 → 2025-09-05
  Avantax Advisory Services
  Gilboa, NY

Other Businesses

1) Ronald S Reale Acct~'NIR'~114 Leahy Street~Jericho~NY~11753~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1992~30hrs~20hrs~Prepare tax returns, general accounting services

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-06-09

Other Names

• Ronald S Reale