Angella Nichole Ohara

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

• 07/2016 → 10/2019
  1St Global Capital Corp.
  Rochester, NY
• 07/2016 → 12/2024
  Davie Kaplan, Cpa
  Rochester, NY
• 07/2016 → 12/2024
  Avantax Insurance Services, Inc.
  Rochester, NY
• 10/2019 → 12/2024
  Avantax Investment Services, Inc.
  Rochester, NY
• 07/2016 → 12/2024
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
• 01/2022 → 12/2024
  Town Of Ogden Zoning Board Of Appeals
  Spencerport, NY
• 10/2023 → 12/2024
  Avantax Advisory Services
  Rochester, NY
• 12/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2024 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-21 → 2025-02-05
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
  Rochester, NY
• 2023-10-24 → 2024-12-21
  Avantax Advisory Services
  Dallas, TX
  Rochester, NY
  Rochester, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09
• S63 Uniform Securities Agent State Law Examination
  2015-11-12

Designations

• Chartered Financial Consultant

Other Names

• Angella Nichole Deigl
• Angella O'HAra
• Angella Nichole Ohara
• Angella N O'HAra