Chad Quinn Porzig

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

• 05/2006 → 12/2018
  Pfs Investments Inc.
  Oakland, NJ
• 09/2005 → 12/2018
  Primerica Financial Services
  Oakland, NJ
• 12/2018 → 06/2020
  Hd Vest Investment Services
  Mountain Lakes, NJ
• 12/2018 → 06/2020
  Hd Vest Advisory Services
  Mountain Lakes, NJ
• 12/2018 → 06/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 05/2020 → Present
  Cetera Finalcial Specialists Llc
  Schaumburg, IL
• 05/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2021 → Present
  Cq Books
  Mountain Lakes, NJ
• 05/2021 → Present
  Qp Imagery
  Tucson, AZ

Previous Registrations

• 2018-12-26 → 2020-06-01
  Avantax Advisory Services
  Mountain Lakes, NJ
• 2017-10-31 → 2018-12-07
  Pfs Investments Inc.
  Hasbrouck Heights, NJ
  Oakland, NJ

Other Businesses

1. NAME OF OTHER BUSINESS: CQ BOOKS ; INVESTMENT RELATED: NO ADDRESS: SAME AS PERSONAL RESIDENCE ; NATURE OF BUSINESS: E-COMMERCE / BOOK SALES ; START DATE: 02/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / AUTHOR ; APX NUMBER OF HOURS PER WEEK: 5-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10 ; BRIEF DESCRIPTION OF DUTIES: BUY & SELL USED BOOKS AND OTHER ITEMS ; 2) NAME OF OTHER BUSINESS: QP IMAGERY; INVESTMENT RELATED: NO; ADDRESS: 101 S. PLAYERS CLUB DR. # 7101 TUCSON, AZ 85745 NATURE OF BUSINESS: PHOTOGRAPHY; START DATE: 5/2021; POSITION/TITLE/RELATIONSHIP: OWNER/PHOTOGRAPHY; APX NUMBER OF HOURS PER WEEK: 5-10; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10; BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY, VIDEOGRAPHY FOCUSING ON LANDSCAPES, NATURE AND PET PORTRAITS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-05
• S63 Uniform Securities Agent State Law Examination
  2013-07-27