Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-12-09
  • NJ RA
    APPROVED
    Since 2025-12-09

Branch Locations

2317 Rt 34 Suite 1D & 1E, Manasquan, NJ 08736 • 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
The Catholic University Of America Washington DC 09/2020 05/2025
Allied Wealth Partners/Cetera Manasquan NJ 05/2024 08/2024
Jimmy's Cucina Brielle NJ 06/2022 08/2024
Paddle Out Manasquan NJ 05/2018 07/2020
Doordash Manasquan NJ 05/2020 05/2025
The Parker House Sea Girt NJ 06/2022 07/2022
Unemployed Manasquan NJ 05/2025 10/2025
Cetera Wealth Services, Llc El Segundo CA 10/2025 Present
Unemployed Manasquan NJ 05/2016 09/2016
Manasquan High School Manasquan NJ 09/2016 05/2018
Cetera Investment Advisers Llc Schaumburg IL 12/2025 Present
  • 09/2020 → 05/2025
    The Catholic University Of America
    Washington, DC
  • 05/2024 → 08/2024
    Allied Wealth Partners/Cetera
    Manasquan, NJ
  • 06/2022 → 08/2024
    Jimmy's Cucina
    Brielle, NJ
  • 05/2018 → 07/2020
    Paddle Out
    Manasquan, NJ
  • 05/2020 → 05/2025
    Doordash
    Manasquan, NJ
  • 06/2022 → 07/2022
    The Parker House
    Sea Girt, NJ
  • 05/2025 → 10/2025
    Unemployed
    Manasquan, NJ
  • 10/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2016 → 09/2016
    Unemployed
    Manasquan, NJ
  • 09/2016 → 05/2018
    Manasquan High School
    Manasquan, NJ
  • 12/2025 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2025; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ALLIED WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Manasquan, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor