Andrew Todd Kofman

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

• 01/2014 → 01/2023
  Andrew T. Kofman, Cpa, P.C.
  Sharon, MD
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Sharon, MA
• 09/2020 → 09/2025
  Avantax Advisory Services
  Sharon, MA
• 01/2014 → Present
  Andrew T. Kofman, Cpa Pc
  Sharon, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sharon, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-11-10 → 2025-09-05
  Avantax Advisory Services
  Sharon, MA

Other Businesses

1) ANDREW T. KOFMAN, CPA PC POSITION: Owner NATURE: tax preparation services for individuals and businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/13/2014; 10 Blair Circle, Sharon MA 02067, Preparer of tax returns. Hold meetings with clients. Networking. File business tax returns. Take care of banking related matters. 2) ANDREW T KOFMAN, ESQ. POSITION: Attorney NATURE: Licensed attorney but I do not practice law. I maintain my license to keep it current. My principal activity is as a CPA and preparing tax returns which has already been disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/1998; 10 Blair Circle, Sharon MA 02067, Licensed attorney but I do not practice law. I maintain my license to keep it current. My principal activity is as a CPA and preparing tax returns and this Activity is already provided in a separate OBA. 3) ANDREW KOFMAN POA FOR ROSE KOFMAN POSITION: Power of Attorney NATURE: I have Durable Power of Attorney duties for my mother. If she is unable to write a check or needs to fill out paper work, I have the power to assist her or fill out the paper work for her benefit. I can assist her compute her Minimum required distribution and assist her with the transaction. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2008 ADDRESS: 10 Blair Circle, Sharon MA 02067, United States DESCRIPTION: I have no required duties but since I have Durable Power of Attorney for my mother I can assist her with paying her bills. If she is unable to write a check or needs to fill out paper work, I have the power to assist her or fill out the paper work for her benefit. I can assist her compute her Minimum required distribution and assist her with getting the transaction completed. My assistance will be required when she is unable to do for herself.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24
• S63 Uniform Securities Agent State Law Examination
  1994-08-02