Best Investors Account Sign in

Catherine Marie Censullo

Cetera Investment Advisers LLC

Armonk, NY

Claim This Profile
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 2021-03-31
TX RA APPROVED_RES 2006-10-19
  • NY RA
    APPROVED
    Since 2021-03-31
  • TX RA
    APPROVED_RES
    Since 2006-10-19

Branch Locations

80 Business Park Drive Suite 208, Armonk, NY 10504 • 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
Catherine M. Censullo, C.P.A. (Self-Empl North White Plains NY 02/1994 Present
Cetera Financial Specialists Llc Schaumburg IL 10/2005 Present
Cetera Investment Advisers Llc Schaumburg IL 10/2005 Present
Steven S. Zeiger New York NY 05/2011 Present
Censullo, Gupta & Associates Cpa, Llp Armonk NY 09/2018 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-23
  • S66 Uniform Combined State Law Examination
    1999-08-23
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Armonk, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor