Thomas John Langtry

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

• 10/2005 → 03/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2010 → 03/2018
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2018 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2018 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2011 → Present
  Tjl Retirement Solutions
  Hopewell Junction, NY
• 12/2018 → 12/2019
  Langtry Tax Services
  Mahopac, NY
• 12/2019 → Present
  Langtry Tax & Financial Llc
  Mahopac, NJ

Other Businesses

1. THOMAS J. LANGTRY E.A.; HOPEWELL JUNCTION, NY; NOT INV RELATED; ACCOUNTING & TAX PREP; SOLE PROPPREITOR; ENROLLED AGENT; SINCE 1981; TAX PREP, CONSULTING; 40HRS/WK 2. FIXED INSURANCE WITH VARIOUS COMPANIES; INV RELATED; HOPEWELL JUNCTION, NY; SINCE 07/20107; MEDICARE ADVANTAGE/SUPPLEMENTAL INSURANCE; 4 HRS/WK 3. NAME OF OTHER BUSINESS: LANGTRY TAX & FINANCIAL LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING AND TAX PREP ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / ENROLLED AGENT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: SMALL BUSINESS ACCOUNTING AND TAX PREPARATION. POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS ; 4. NAME OF OTHER BUSINESS: HAMPTON GLEN HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 74 HAMPTON GLEN DR, KENNEBUNK, ME 04043; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2-3; APX NUMBER OF HOURS DURING TRADING HOURS: 2-3; BRIEF DESCRIPTION OF DUTIES: SETTING HOA POLICY, REGULATIONS, ETC. VOTING ON HOA BUDGET;

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-06