Joseph Anthony Daddario

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

• 01/1976 → Present
  Self-Employed
  Slhenectady, NY
• 10/1995 → 09/2025
  Avantax Investment Services, Inc.
  Schenectady, NY
• 11/1997 → 09/2025
  Avantax Advisory Services
  Schenectady, NY
• 04/1992 → 11/2018
  Rental Property
  Schenectady, NY
• 01/2017 → Present
  Jc Daddario Llc
  Schenectady, NY
• 02/1997 → 09/2025
  Avantax Insurance Agency, Llc
  Schenectady, NY
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Schenectady, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Schenectady, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-18 → 2025-09-05
  Avantax Advisory Services
  Schenectady, NY

Other Businesses

1) Tax Preparation, Accounting~1007 union st~schenectady~NY~12308~Tax Preparation/Accounting~Tax Preparation/Accounting~2/7/1996~20hrs~20hrs~Confirmed per U-4 with 2002 Affirmation - 10/14/2002. 2) JC DADDARIO LLC~1713 LENOX RD~SCHENECTADY~NY~12308~Rental Property~Owner~1/1/2017~20hrs~5hrs~MANAGEMENT. COLLECT RENTS, REPAIRS FINDS TEANANTS,PAY BILLS, ORGANIZE REPAIRS. 3) JA DADDARIO LLC; Owner; Rental Property; IR; 5; 01/01/2017; 1713 LENOX RD SCHENECTADY NY 12308; MANAGEMENT, COLLECT RENT ,REPAIRS, LEASES , PAY BILLS, CONTRACT REPAIRS

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-06

Other Names

• Joseph Anthony Daddario