Susan Silverman Quigley

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

• 09/2008 → 07/2023
  American Portfolios Financial Services,Inc.
  Garden City, NY
• 09/2008 → 07/2023
  American Portfolios Advisors, Inc.
  Garden City, NY
• 06/2008 → Present
  Grey Fox Bluegrass Festival
  Oak Hill, NY
• 08/2008 → Present
  Goodwworks Rhythm And Roots Llc
  Charlestown, RI
• 01/2009 → Present
  The Mortgage Advantage Corp.
  Garden City, NY
• 12/2020 → Present
  Squigley Financial Llc
  Garden City, NY
• 07/2023 → 09/2025
  Avantax Investment Services, Inc.
  Garden City, NY
• 07/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Garden City, NY
• 07/2023 → 09/2025
  Avantax Advisory Services
  Garden City, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Garden City, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-07-25 → 2025-09-05
  Avantax Advisory Services
  Garden City, NY
  Dallas, TX
• 2008-09-15 → 2023-07-25
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2002-07-25 → 2008-10-06
  Asset & Financial Planning, Ltd
  Great Neck, NY

Other Businesses

1) FINANCIAL PLANNING ASSOCIATION; Advocacy Chair; Financial Planning Association is the leading membership organization for CFPs and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.; 5HRS; HRS 3; 06/01/2021; 8 Yale Street, Garden City NY 11530, United States; plan activities, fpa is the marketing and outreach arm for cfps , represent cfps concerns, help plan pro bono events and annual symposium 2) ESTATE OF ASENETH BUNIN; Administrator / Executor; I became executive and replaced her as administrator for her deceased husband. victim's fund pays out once every year or 2 until 2039; IR;1 HRS; O HRS; 08/02/2021; 8 Yale Street, Garden City NY 11530, United States; once a year or so, receive check from victim's compensation fund, distribute to 10 beneficiaries 3) SQUIGLEY FINANCIAL LLC; Sole Member; Investment advice, Financial Planning Services, Insurance and Annuities, Mortgages; IR; 200HRS; 130 HRS; 12/03/2020; 8 Yale Street, Garden City NY 11530, United States; Investing & monitoring client account, Financial Planning for clients, Monitoring and completing insurance cases, annuity cases, Creating and completing mortgage applications 4) GREY FOX BLUEGRASS FESTIVAL; Volunteer Check-in; Grey Fox Bluegrass Festival is an annual 4-day music festival featuring of bluegrass, newgrass, and roots music on six stages. NIR; 1 HRS; 0 HRS; START DATE: 06/12/2008; 1 Poultney Rd, Oak Hill NY 12460, United States; Checking in the volunteers and artists as they arrive for the festival giving out parking passes helping festival goers. 5) WINSOME NELSON TRUST; Trustee; investment client sine 2005. second marriage asked me to be trustee on insurance trust NIR; 1 HRS; 0 HRS; START DATE: 08/26/2004; 8 Yale Street, Garden City NY 11530, United States; insurance premiums on auto pay monitor life insurance policy no other duties while client is alive 6) ESTATE OF STEPHEN BUNIN; Administrator / Executor; court appointed me his administrator: 1 HRS; 0 HRS; 01/09/2008; 8 Yale Street, Garden City NY 11530, United States; once a year, we get check form victims compensation fund. distribute to 10 beneficiaries. Steve passed in 9/11 7) FRIENDS OF GARDEN CITY GIRLS SOCCER; committee chair; This is a committee to manage small checking account that comes from bake sales and small donations to help support the GC HS girls soccer team to pay for extra items.; NIR, HRS 0; HRS 0;09/01/2011; 170 Rockaway Ave, Garden City NY 11530, United States; I approve and review expenses, write 2 or 3 checks and review bank statement.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-18

Designations

• Certified Financial Planner

Other Names

• Susan Lori Silvermanquigley
• Susan Lori Kneisel
• Susan Lori Silverman
• Susan Silvermanquigley
• Susan Silverman-Quigley
• Susan Quigley
• Susan Silverman Quigley
• Quigley Susan Silverman
• Susan S Silvermanquigley
• Susan L Silverman-Quigley