Ronald D Pellek

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

• 01/1998 → Present
  Rp Tax Service
  Blairstown, NJ
• 09/2005 → 09/2025
  Avantax Investment Services, Inc.
  Myrtle Beach, SC
• 03/2006 → 09/2025
  Avantax Advisory Services
  Myrtle Beach, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Myrtle Beach, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-03-06 → 2025-09-05
  Avantax Advisory Services
  Myrtle Beach, SC

Other Businesses

1) RP Tax Service~16 Westview Drive~Blairstown~NJ~07825~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1995~25hrs~0hrs~owner prepare income taxes 2) AKSALA WEALTH POSITION: partnership NATURE: Partnership agreement with Aksala Wealth INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2023 ADDRESS: 780 Waterbridge Blvd, Myrtle Beach SC 29579, United States DESCRIPTION: Liason for my clientsPerform client calls/ meetings.Account TradingMonitor client accountsProvide additional services for clients as needed

Exams

• S66 Uniform Combined State Law Examination
  2005-12-23