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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

215 Washington St Suite 100, Watertown, NY 13601 • 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
Avantax Investment Services, Inc. Watertown NY 08/1999 09/2025
Avantax Advisory Services Watertown NY 12/1999 09/2025
Crowley & Halloran, Cpa, P.C. Watertown NY 01/2012 Present
Cetera Wealth Services, Llc Watertown NY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 08/1999 → 09/2025
    Avantax Investment Services, Inc.
    Watertown, NY
  • 12/1999 → 09/2025
    Avantax Advisory Services
    Watertown, NY
  • 01/2012 → Present
    Crowley & Halloran, Cpa, P.C.
    Watertown, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Watertown, NY
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-09-06 → 2025-09-05
    Avantax Advisory Services
    Watertown, NY
    Dallas, TX
Other Businesses

Crowley & Halloran, CPAs, P.C.~'NIR'~215 Washington St, Suite 100~Watertown~NY~13601~Tax Preparation/Accounting~President~1/1/2012~185hrs~175hrs~CPA|Jefferson County Community College~'NIR'~1220 Coffeen St~Watertown~NY~13601~Other~Director/Officer~8/1/2008~10hrs~0hrs~Trustee of Community College|Watertwon Noon Rotary Club~'NIR'~200 Washington St, Room 409~Watertown~NY~13601~Board Position/Officer~Other~6/1/2007~10hrs~0hrs~Treasurer - oversee accounting for club|M & M Realty Property~'NIR'~125 N. Hamilton St~Watertown~NY~13601~Rental Property Owner/Management~Owner/Sole Proprietor~6/1/2005~10hrs~0hrs~own 2 seperate pieces of property|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Michael Crowley

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