Patrick Stephen Bullis

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

• 01/2002 → Present
  Patrick Bullis Cpa
  Holden, MA
• 04/2010 → 09/2025
  Avantax Investment Services, Inc.
  Holden, MA
• 07/2010 → 09/2025
  Avantax Advisory Services
  Holden, MA
• 12/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Holden, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Athol, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-07-08 → 2025-09-05
  Avantax Advisory Services
  Worcester, MA
  Athol, MA

Other Businesses

1) Patrick Bullis CPA~'NIR'~336 Shrewsbury St~Holden~MA~01520~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2002~50hrs~0hrs~Acct, Bookkeeping, Tax Preparation, Payroll Services|

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-24
• S63 Uniform Securities Agent State Law Examination
  2010-01-18

Other Names

• Patrick Bullis