Taylor Scott Venanzi

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

• 06/2016 → 05/2017
  Office Of The Comptroller Of Currency
  New York, NY
• 05/2017 → 07/2019
  Schwartz Financial Associates, Inc.
  Marlton, PA
• 10/2019 → 12/2024
  Activate Wealth, Llc (Crd # 305668)
  Haddon Heights, NJ
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2019 → Present
  Activate Wealth, Llc
  Haddon Heights, NJ

Previous Registrations

• 2019-10-21 → 2025-01-02
  Activate Wealth Llc
  Philadelphia, PA
• 2018-02-21 → 2019-07-23
  Vicus Capital, Inc.
  Marlton, NJ

Other Businesses

1. NAME OF OTHER BUSINESS: ACTIVATE WEALTH, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNER & SOLO BUSINESS OWNER/OPERATOR; 2. NAME OF OTHER BUSINESS: HEIGHTS FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 3. NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 1290 N. BROADWAY SUITE 1625 DENVER, CO 80203; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PHILADELPHIA CHAPER, LEAD THE LOCAL BOARD TO CREATE LOCAL ENGAGEMENT, EVENTS, NETWORKING, AND LEARNING OPPORTUNITIES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-31
• S66 Uniform Combined State Law Examination
  2017-12-14

Designations

• Certified Financial Planner