Daniel Fantozzi

Current Employers

Employment History

• 06/2022 → 11/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2020 → 06/2022
  Mcnaughton's Garden Center
  Cherry Hill, NJ
• 08/2019 → 06/2022
  Liquor Barn/Wayside Florist
  Bordentown, NJ
• 09/2020 → 05/2022
  Rowan University
  Glassboro, NJ
• 06/2018 → 05/2020
  Rowan College Of Burlington County
  Mt. Laurel, NJ
• 08/2016 → 05/2018
  West Virginia University
  Morgantown, WV
• 10/2018 → 09/2019
  Wawa
  Burlington, NJ
• 06/2017 → 08/2018
  Princeton University
  Princeton, NJ
• 06/2016 → 06/2017
  Team 85
  Bordentown, NJ
• 11/2023 → 09/2025
  Avantax Investment Services, Inc
  Wall, NJ
• 02/2024 → 09/2025
  Avantax Advisory Services
  Wall, NJ
• 11/2023 → Present
  Brendon Pierson, Inc.
  Wall, NJ
• 11/2023 → Present
  Brendon Pierson, Inc.
  Wall, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Neptune, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-12-06 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Wall, NJ
  Neptune, NJ

Other Businesses

BRENDON PIERSON, INC. POSITION: Financial Planning Sales Assistant NATURE: The nature of this activity is a financial planning/ CPA firm that offers financial advice and accounting services to its clients. The firm itself provides recommendations on portfolios, assists in tax loss harvesting, retirement planning, estate planning, payroll services and the creation of financial plans for its clients. Avantax services are offered through Brendon Pierson, Inc. as the broker-dealer for our clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/20/2023 ADDRESS: 4814 Outlook Drive, Suite 100, Wall NJ 07753, United States DESCRIPTION: Administrative:provide administrative/executive support, handle client matters, answerinquiries, research and resolve client service problems, responsible for scheduling clientappointmentsFundamental: prepare and update required documentation, updating client balances,tracking and managing incoming and outgoing workflow items, placing trades.Analytical: stock and portfolio analytics, provide insights to different financial solutions

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-24
• S63 Uniform Securities Agent State Law Examination
  2022-07-27

Other Names

• Dan Joseph Fantozzi
• Daniel Fantozzi
• Daniel Joseph Fantozzi