Catherine Marie Censullo

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

• 02/1994 → Present
  Catherine M. Censullo, C.P.A. (Self-Empl
  North White Plains, NY
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2011 → Present
  Steven S. Zeiger
  New York, NY
• 09/2018 → Present
  Censullo, Gupta & Associates Cpa, Llp
  Armonk, NY

Previous Registrations

• 2002-08-21 → 2005-10-24
  C.J.M. Asset Management, Llc
  Pompton Lakes, NJ

Other Businesses

1)CATHERINE M. CENSULLO. CPA, NON-INVESTMENT RELATED, PUB. ACCT. FIRM OFFERING TAX PLAN & PREP, ACCTG, FIN. STMTS, BUS PLAN CONSULT SERV, CPA,PFS OWNER, START DATE: 2/94, OWN & MANAGE BUS. & PROV SERV TO CLIENTS, 40 HR W/W, NO PTNRSP; 2) CMC WEALTH MANAGEMENT, DBA NAME FOR INVESTMENT, FINANCIAL SERVICES PRACTICE - INV REL, SAME AS REGISTERED LOCATION, OWNER SINCE 1999, 25h WEEK 3) STEVEN S ZEIGER; NOT INV REL; NEW YORK, NY; FIXED INS SALES WITH NON-GENWORTH AGENT; JOINT AGENT; START DATE 5/27/11; 10 HRS/MTH, 5 DURING SECURITIES TRADING HRS: 4) NAME OF OTHER BUSINESS: CENSULLO, GUPTA & ASSOCIATES CPA, LLP; INVESTMENT RELATED: NO; ADDRESS: 80 BUSINESS PARK DRIVE SUITE 208, ARMONK, NY 10504; NATURE OF BUSINESS: PUBLIC ACCOUNTING FIRM; START DATE: 09/2018; POSITION/TITLE/RELATIONSHIP: PARTNER / CPA; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PUBLIC ACCOUNTING SERVICES, TAX PLANNING AND PREPARATION, BOOKKEEPING, ESTATE PLANNING, BUSINESS CONSULTING; 5) NAME OF OTHER BUSINESS: ARMONK CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: P O BOX 24 ARMONK NY 10504; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS, CONNECTING AND PROMOTING LOCAL BUSINESS ACTIVITY;

Exams

• S66 Uniform Combined State Law Examination
  1999-08-23

Designations

• Personal Financial Specialist