Haddon Heights, NJ 213 White Horse Pike Office

Team
Updated today
Cetera logo

Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,190

Across 5,086 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.

The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.

Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.

Based on Cetera

Expertise

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

Based on Cetera

Occupation focus

Founder/Business Owner Executive

Based on Cetera

Location

213 White Horse Pike

Haddon Heights NJ 08035

Advisors at this office

9

Advisors at this office

user avatar

Scott W

CFP®, Series 63, Series 66

Haddon Heights, NJ

Cetera

Scott Wight is a CFP® professional with 36 years of industry experience, currently with Cetera since 2013. His prior experience includes roles at Masland & Barrick Advisory, Walnut Street Securities, and Nathan & Lewis Securities. Outside of advisory work, he serves as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary options.

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

Taylor V

CFP®, Series 66, Series 63

Haddon Heights, NJ

Cetera

Taylor Venanzi is a CFP® professional with nine years of industry experience, currently associated with Cetera. Prior to joining Cetera, Venanzi worked at Schwartz Financial Associates, Inc. and the Office of the Comptroller of Currency. Venanzi also owns Activate Wealth, LLC, a financial planning and investment management firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program structures and 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
user avatar

Ryan B

Series 65, Series 63

Haddon Heights, NJ

Cetera

Ryan Brenner is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2024 before joining Cetera. Brenner is also involved with Heights Financial Group, a financial services DBA under which he operates as a financial planner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

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

Michael T

Series 63, Series 65

Haddon Heights, NJ

Cetera

Michael Tash is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he owns an interest in a racehorse through MyRaceHorse. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

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

Fonda M

CFP®, Series 66, Series 63

Haddon Heights, NJ

Cetera

Fonda Markley is a CFP® with 16 years of industry experience, currently affiliated with Cetera. Her career includes roles at Wells Fargo Advisors and Morgan Stanley, as well as various positions within Cetera and its affiliated entities. Outside of her advisory work, she serves as communications director for the Give Music Tour for Torch Relay and is a board member of the Polar Bear Foundation, where she coordinates large fundraising events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, model portfolios, and access to third-party managers.

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

Christopher M

Series 66

Haddon Heights, NJ

Cetera

Christopher Michael is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Park Towne Financial LLC and New Heights Holdings LLC. Outside of his advisory role, he is involved in selling fixed insurance products such as life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options 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
user avatar

George E

Series 63, Series 65

Haddon Heights, NJ

Cetera

George Eggers III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at Paulson Investment Company LLC, Walnut Street Securities, and Legg Mason Wood Walker. Eggers is a member of the Voorhees Economic Development Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

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

Alfred B

Series 65, Series 63

Haddon Heights, NJ

Cetera

Alfred Biggio Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as a board member of the Waterford Township Athletic Association, a nonprofit athletics organization in New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms, including affiliated and third-party managers.

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

Matthew G

CFP®, Series 63, Series 65

Haddon Heights, NJ

Cetera

Matthew Gaiser is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior work includes roles at Merrill, Macquarie Investment Management, and The Vanguard Group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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