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Benjamin Edward Antonchak

Cetera Investment Advisers LLC

Bethlehem, PA

CRD 7656508

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-21
  • PA RA
    APPROVED
    Since 2024-03-21

Branch Locations

3 East North Street, Bethlehem, PA 18018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitehall Township Whitehall PA 06/2016 08/2019
The Growing Tree Whitehall PA 05/2020 08/2021
Antonchak And Balkcom Financial Services Bethlehem PA 10/2022 04/2026
Unemployed Whitehall PA 06/2022 09/2022
Full Time Education State College PA 09/2019 04/2020
Full Time Education State College PA 09/2021 05/2022
Cetera Advisors Llc St Cloud MN 03/2023 Present
Cetera Advisors St Cloud MN 11/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 06/2016 → 08/2019
    Whitehall Township
    Whitehall, PA
  • 05/2020 → 08/2021
    The Growing Tree
    Whitehall, PA
  • 10/2022 → 04/2026
    Antonchak And Balkcom Financial Services
    Bethlehem, PA
  • 06/2022 → 09/2022
    Unemployed
    Whitehall, PA
  • 09/2019 → 04/2020
    Full Time Education
    State College, PA
  • 09/2021 → 05/2022
    Full Time Education
    State College, PA
  • 03/2023 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 11/2022 → Present
    Cetera Advisors
    St Cloud, MN
  • 03/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: ANTONCHAK FINANCIAL LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/10/2026; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2023-09-18

View on SEC IAPD

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