Wall, NJ Route 34 Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

14

Of 10,217 advisors across 5,115 offices

Location

1800 Route 34, Bldg 2 Ste 201

Wall NJ 07719

Advisors at this office

14

Advisors at this office

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Pasquale R

Series 63, Series 65

Wall, NJ

Cetera

Pasquale Rinaudo is a financial professional with 25 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Mid Atlantic Resource Group, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he works as an independent contractor accountant and is involved as a salesperson with Ana's Floral Garden's Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build customized strategies.

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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Justine H

CFP®, ChFC®, Series 66

Wall, NJ

Cetera

Justine Hughes is a financial advisor at Cetera with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at several firms, including Securian Financial Services and Mid Atlantic Resource Group. Outside of her advisory role, she volunteers with the Marlboro Township Veterans and Volunteers Committee and serves as bingo chairperson at St. Thomas the Apostle Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, providing advisors with access to affiliated and third-party portfolio management options across various program structures.

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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Keith S

Series 66

Wall, NJ

Cetera

Keith Sadlowski is a financial advisor with Cetera who holds the Series 66 designation and has eight years of industry experience. His prior work includes a 20-year tenure at BlackRock and roles at several firms including Minnesota Life, Securian Financial Services, and Mid Atlantic Resource Group. Outside of his advisory work, Sadlowski is a board member and assistant coach for the Pinelanders Youth Soccer Club. 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 consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

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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Marietta A

Series 63, Series 66

Wall, NJ

Cetera

Marietta Amato Demeo is a financial professional at Cetera with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several affiliated firms including Cetera Wealth Services and MargFinancial. Outside of her advisory work, she is employed in the food and beverage service industry at Kubels Barnegat Light. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager 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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Stuart S

Series 63, Series 65

Wall, NJ

Cetera

Stuart Schlesinger is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securian Financial Services, Mid Atlantic Benefit Strategies, and 1800 Equity Partners LLC. Outside of his advisory role, he is a co-owner of a holding company and has experience as an insurance agent in fixed insurance and property and casualty. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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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Kimberly S

Series 66

Wall, NJ

Cetera

Kimberly Stratton is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked with Cetera and affiliated entities since 2023 and also supports financial services operations at Mid Atlantic Resource Group in an administrative capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to utilize model portfolios, third-party managers, or bespoke strategies, 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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Aaron N

CFP®, Series 63, Series 65

Wall, NJ

Cetera

Aaron Niederman is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His career includes roles at Securian Financial Services, Mid Atlantic Resource Group, and MargFinancial. He serves as a volunteer firefighter for the Freehold Fire Department and holds a board trustee position at the Independence Square Condo Association. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with 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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Nicholas S

Series 66

Wall, NJ

Cetera

Nicholas Siliverdes is a financial professional at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in entertainment-related positions at Shark Tank, Sony Pictures, and MGM Studios in 2022. Outside of finance, he has been involved with Party Perfect Rentals, a business he worked with intermittently from 2019 to 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with 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
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Alan S

Series 63, Series 65

Wall, NJ

Cetera

Alan Salowe is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 51 years of industry experience. His career includes long-term roles at Securian Financial Services, Mid Atlantic Benefit Strategies, and Mid Atlantic Resource Group, among others. He is also a partner in a fixed insurance sales business and serves as a board member of the MARG Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and planning services through a multi-manager platform that includes both affiliated and third-party investment 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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John S

Series 66

Wall, NJ

Cetera

John Surguy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory role, Surguy volunteers as a youth soccer coach and serves on boards for local soccer associations and a chamber of commerce focused on health and wellness events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of over 10,000 advisors.

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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Lawrence B

Series 63, Series 65

Wall, NJ

Cetera

Lawrence Buccheri is a financial advisor at Cetera with over 40 years of experience in the industry. He holds Series 63 and Series 65 licenses and has held leadership roles at multiple firms, including serving as CEO and managing partner of Mid Atlantic Resource Group, LLC. He is active in his community as a director of the Monmouth Museum Board of Trustees and participates in board and advisory roles related to business and professional education. 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 range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies across various program structures.

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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Yoshua T

Series 66

Wall, NJ

Cetera

Yoshua Tejada Torres is a financial professional with Cetera and holds a Series 66 designation. He has been with Cetera and related entities since 2025 and has additional work experience as a full-time charter bus driver. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, managing over $256 billion in assets across more than 10,000 advisors.

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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Joshua B

Series 63, Series 65

Wall, NJ

Cetera

Joshua Blumensteel is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory work, he is involved in family-owned businesses, including Yesterday's Family Restaurant and New Vision Liquors LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors and 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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Richard F

Series 66

Wall, NJ

Cetera

Richard Fiorentino is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Securian Financial Services, and he has been associated with multiple firms including margFINANCIAL and Mid-Atlantic Resource Group. Fiorentino also engages in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, 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 investment 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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