Sheila Marie Monachino

Current Employers

Employment History

• 06/2023 → 09/2025
  Avantax Investment Services Inc.
  Rochester, NY
• 06/2023 → 09/2025
  Avantax Advisory Services
  Rochester, NY
• 12/2020 → Present
  Davie Kaplan, Cpa, P.C.
  Rochester, NY
• 09/2014 → 12/2020
  Nacca & Capizzi, Llp
  Rochester, NY
• 01/2024 → Present
  Davie Kaplan Wealth Care Advisors, Llc
  Rochester, NY
• 09/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Rochester, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Dkcb Financial Advisors, Llc
  Rochester, NY

Previous Registrations

• 2023-09-05 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rochester, NY
  Rochester, NY

Other Businesses

1) DAVIE KAPLAN CPA, P.C. POSITION: SHAREHOLDER AND FINANCIAL PROFESIONAL, NATURE: CPA FIRM INVESTMENT RELATED: NO NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/21/2020 ADDRESS: 28 MAIN STREET EAST, SUITE 1000, ROCHESTER NY 14614, UNITED STATES DESCRIPTION: PREPARE AND REVIEW TAX RETURNS, MANAGE TAX AND SMALL BUSINESS STAFF. 2) ROCHESTER EDUCATION FOUNDATION POSITION: TREASURER NATURE: NON-PROFIT ORGANIZATION PROVIDING BOOKS, MUSICAL INSTRUMENTATIONS AND COLLEGE ACCESS ASSISTANCE TO UNDERPRIVILEGED YOUTH IN THE ROCHESTER COMMUNITY. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: 250 MILL STREET, ROCHESTER NY 14614, UNITED STATES DESCRIPTION: 1) HELP DRAFT ANNUAL BUDGET2) ATTEND FINANCE COMMITTEE MEETINGS3) ATTEND MONTHLY BOARD MEETINGS4) HELP BOOKKEEPER WITH QUICK BOOKS QUESTIONS5) ATTEND ORGANIZATION EVENTS 3) WILLIAM F COLELLA ESTATE POSITION: PERSONAL REPRESENTATIVE NATURE: ADMINISTRATION OF FAMILY MEMBER (UNCLE) ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/24/2024 ADDRESS: 6 FRAMINGHAM LANE, PITTSFORD NY 14534, UNITED STATES DESCRIPTION: COLLECT AND DISBURSE ESTATE ASSETS AND PAY ESTATE LIABILITIES 4) NAME OF OTHER BUSINESS: DAVIE KAPLAN WEALTH CARE ADVISORS, LLC CRD# 140436, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 10/2023, APX NUMBER OF HOURS PER WEEK: .5, APX NUMBER OF HOURS DURING TRADING HOURS: .5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 5) DAVIE DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (FORMERLY DKCB WEALTH CARE ADVISORS, LLC) INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2023 , POSITION/TITLE/RELATIONSHIP: MEMBER/REFERRING ADVISOR, APX NUMBER OF HOURS PER WEEK: .5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) DAVIE KAPLAN WEALTH CARE ADVISORS, LLC (INSURANCE), INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE, START DATE: 10/2023 , POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: .05 BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT - CONDUCTS INSURANCE SALES/REFERRALS; 7) DKCB FINANCIAL ADVISORS, LLC NATURE OF BUSINESS: FINANCIAL SERVICES,REFERRAL - REFER HIGH NET WORTH CLIENTS TO RIA AS APPROPRIATE, INVESTMENT RELATED: Yes START DATE: 10/2023.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05

Other Names

• Sheila Marie Macaluso