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Kevin F

Series 63, Series 65

Short Hills, NJ

Cetera

Kevin Fay is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Cetera and its related entities since 2008, previously associated with First Allied Advisory Services. Outside of advisory work, Fay serves as a FINRA arbitrator and acts as a trustee in fiduciary roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Anthony L

Series 63, Series 65

Short Hills, NJ

Cetera

Anthony Lee is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Cetera and its affiliated entities since 2020, and prior to that spent eight years with First Allied Advisory Services and fourteen years with First Allied Securities. Lee serves as a trustee for the Montgomery Academy Foundation and is a member of the Commerce and Industry Association of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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