Christopher Anthony Fontana

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

• 04/2006 → 09/2025
  Avantax Investment Services, Inc.
  Massapequa, NY
• 07/2008 → 09/2025
  Avantax Insurance Agency, Llc
  Massapequa, NY
• 09/2006 → 09/2025
  Avantax Advisory Services
  Massapequa, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Massapequa, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-14 → 2025-09-05
  Avantax Advisory Services
  Massapequa, NY

Other Businesses

CBS Corp~'NIR'~51 West 52nd ST~New York~NY~10019~Other~Tax Preparation/Accounting~5/21/2002~35hrs~0hrs~Home Ent/Programming; Tax Mgr|Fontana Tax and Accounting Group~'NIR'~56 Peconic Drive~Massapequa~NY~11758~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2006~10hrs~0hrs~Tax return prep|

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-16