Samuel James Angelo

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

• 01/2001 → 10/2019
  1St Global Capital Corp
  Parsippany, NJ
• 02/2001 → Present
  Headquarters Advisory Group, Llc
  Parsippany, NJ
• 03/2004 → 09/2025
  Avantax Insurance Services, Inc.
  Parsippany, NJ
• 06/2005 → Present
  Hunter Financial Services, Inc.
  Fair Lawn, NJ
• 05/2006 → 10/2019
  1St Global Advisors, Inc.
  Parsippany, NJ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Parsippany, NJ
• 08/2021 → Present
  Avantax Planning Partners, Inc.
  Parsippany, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Parsippany, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Parsippany, NJ
  Dallas, TX
• 2008-02-04 → 2021-12-31
  Headquarters Advisory Group, Llc
  Parsippany, NJ
  Parsippany, NJ
• 2006-05-10 → 2019-10-25
  1St Global Advisors Inc
  Cranford, NJ
  Parsippany, NJ
• 2005-07-13 → 2017-11-30
  Hunter Financial Services, Inc.
  Fair Lawn, NJ
• 2009-12-11 → 2014-07-17
  Power Wealth Management Llc
  Hackensack, NJ
• 2005-04-21 → 2007-12-31
  Headquarters Advisory Group, Llc
  Parsippany, NJ
• 2005-06-09 → 2007-12-31
  Power Wealth Management Llc
  Hackensack, NJ

Other Businesses

1) HEADQUARTERS ADVISORY GROUP POSITION: Financial advisor NATURE: Financial advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2001. 2) CENTRAL JERSEY FEDERAL CREDIT UNION POSITION: Board Member NATURE: Meet monthly to review past months procedures and activity for the firm. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2022 ADDRESS: 380 Berry St, Woodbridge NJ 07095, United States DESCRIPTION: I need to vote on whether the activity followed pre established guidelines.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-18
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Designations

• Chartered Financial Consultant

Other Names

• Skip Angelo
• Samuel J Jr Angelo