Aquaila S Barnes

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

• 01/1992 → Present
  Barnes Financial Services
  Yonkers, NY
• 06/2009 → 09/2025
  Avantax Insurance Agency, Llc
  Yonkers, NY
• 10/2009 → 09/2025
  Avantax Investment Services, Inc.
  Yonkers, NY
• 05/2023 → 09/2025
  Avantax Advisory Services
  Yonkers, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Belleville, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-09 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  Dallas, TX
  Belleville, NJ

Other Businesses

BARNES FINANCIAL SERVICES NY LLC DBA BARNES FINANCIAL CONCIERGE POSITION: Owner NATURE: Tax Preparation & Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2011 ADDRESS: 274 Madison Avenue, Suite 1103, New York NY 10016, United States DESCRIPTION: Oversee tax preparation, tax analsysis and accounting services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-29
• S63 Uniform Securities Agent State Law Examination
  2009-10-17

Other Names

• Aquaila Martin