Meryl Linda Futey

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

• 08/2011 → 10/2019
  1St Global Capital Corp.
  Parsippany, NJ
• 08/2011 → 10/2019
  1St Global Advisors, Inc.
  Parsippany, NJ
• 03/2011 → 09/2025
  Avantax Insurance Services, Inc.
  Parsippany, NJ
• 10/2015 → 09/2021
  Headquarters Advisory Group, Llc
  Parsippany, NJ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Parsippany, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Parsippany, NJ
• 08/2021 → Present
  Avantax Planning Partners, Inc.
  Parsippany, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Parsippany, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Parsippany, NJ
  Dallas, TX
  Cranford, NJ
• 2017-04-25 → 2021-12-31
  Headquarters Advisory Group, Llc
  Parsippany, NJ
• 2011-08-05 → 2019-10-25
  1St Global Advisors Inc
  Cranford, NJ
  Parsippany, NJ
• 2011-02-05 → 2011-05-12
  Morgan Stanley
  Morristown, NJ

Other Businesses

1) MS INVESTMENT PARTNERS POSITION: null NATURE: FINANCIAL SERVICES FIRM INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 340 North Ave, Cranford NJ 07016, United States DESCRIPTION: FINANCIAL SERVICES 2) PKF O'CONNOR DAVIES WEALTH MANAGEMENT (NO FORMAL NAME YET) POSITION: Financial Advisor NATURE: financial advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2017 ADDRESS: 20 Commerce Drive, Suite 301, Cranford NJ 07016, United States DESCRIPTION: financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2011-02-04

Designations

• Certified Financial Planner

Other Names

• Meryl Linda Roche