Maryanne Bohlinger
CETERA INVESTMENT ADVISERS LLC
EWING, NJ 08628
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CRD#: 2750205
Professional summary
Maryanne Bohlinger, CFP®, who also goes by Mary Anne Bohlinger, Mary Anne Bohlinger, Maryanne Godlewski, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ewing, New Jersey and CETERA WEALTH SERVICES, LLC located in Ewing, New Jersey.
Maryanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Maryanne has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Anne Bohlinger | Mary Anne Bohlinger | Maryanne Godlewski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MARY ANNE BOHLINGER, CPA ; OTHER;SELF-EMPLOYED TAX & ACCOUNTING NATURE: IR; HRS: 0 SEC TRADING HRS: 0; 03/01/1991; CPA firm 2) 94 ENTERPRISE LLC; Managing Member; Buys residential homes to rent out; IR; HRS: 2; HRS: 0; 02/27/2017; Hinckle Ave,Ewing NJ; Bookkeeping for income and expenses. 3) SALES-EQUITY INDEX ANNUITY; Financial Advisor; Sale of Equity/Fixed Index Annuity product.; IR; HRS:2; HRS:0; 07/10/2018; 32 West Upper Ferry Road; Ewing NJ 08628; Evaluate client's tax/financial risk profile and determine need of adding a Fixed/Equity Index Annuity product to their portfolio. 4) KM CONSULTING ENGINEERS, INC (A NJ CORPORATION); CFO; ENGINEERING CONSULTING IT; HRS: 6; HRS:0; 03/01/1994; 262 Upper Ferry Road, Ewing NJ 08628; ACCOUNTING; CFO OF KM CONSULTING ENGINEERS, INC 5) 262 ENTERPRISE LLC; MANAGING MEMBER; RENTAL REAL ESTATE; NIR; HRS: 2; HRS: 0; 09/01/2015 ADDR: 9 Forest Lane, Ewing NJ 08628, United States; Purchase and rental of comm bldg; Prop will be owned by 262 enterprise LLC, rented to KM Consulting Engineers Inc. Bookkeeping, banking, tax return prep. 6) MA BOHLINGER CPA INC.; Minority Shareholder; Entity is S-Corp, assumes the clients and svcs currently provided by my CPA firm; NIR; HRS 32; HRS: 16; 01/01/2020; 32 West Upper Ferry Road, Ewing NJ 08628; Provide tax services including tax planning, estimating and returns. 7) MAB BUSINESS SERVICES, LLC; EWING, NJ; OWNER; BUSINESS CONSULTING; BUSINESS FORMATION AND REGISTRATION WITH STATE AND IRS;TAX RETURN PREPARATION AS OWNER AND ALSO AS CONSULTANT; NIR; HRS:40; HRS:113; 10/01/2010; 32 West Upper Ferry Rd; Ewing NJ 08628, United States; MEET WITH CLIENTS, ADVISE ON STEPS TO FORM NEW BUSINESS ENTITY; 8) SOJO HOLDINGS LLC - SOJO INDUSTRIES; Inv; Passive inv, through receiving a convertible promissory note in exchange for a cash investment. Sojo Industries is an industrial automation business utilizing automation and robotics to deliver variety a assembly solutions. NIR; HRS: 1; HRS: 0; 05/13/2022; 220 Rittenhouse Circle, Bristol PA 19007; No duties 9) WEALTHSPRING FINANCIAL PARTNERS POS: Advisor NATURE: Financial Services. INV RELATED: No # OF HRS: 120 SEC TRADING HRS: 120 START DATE: 11/01/2022 ADDR: 200 Valley Road, Suite 300, Mt. Arlington NJ 07856 DESC: Provide financial svcs to clients. 10) AEI NET LEASE PORTFOLIO 21 DST; Investor; Comm prop rentals NIR; HRS: 0; HRS 0; 07/26/2023; AEI Capital Corp, 1300 Wells Fargo Place/30 East Seventh St., St. Paul MN 55101; This is a passive inv no active day-to-day duties or responsibilities. 11) IPC INDUSTRIAL PORTFOLIO DST; Investor; Comm rental real estate NIR; HRS 0; HRS: 0; 08/22/2023; Inland Private Capital Corp, 2901 Butterfield Road, Oak Brook IL 60523; No day-to-day responsibilities or activities. 12) TRUSTEE FOR M.A.B. SUPPLEMENTAL BENEFITS TRUST; TRUSTEE; TRUST; IR; HRS 1; HRS: 0; 12/05/2015; ADDRESS: Ewing NJ 08628; Safeguard assets and determine necessity to make disbursements.
CRS (Client Relationship Summary) - RIA
Click below to view Maryanne Bohlinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 262 Upper Ferry Road, Ewing, NJ 08628RIA
CRD#: 105644
EWING, NJ
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 262 Upper Ferry Road, Ewing, NJ 08628BD
CRD#: 13572
Ewing, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Ewing, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Ewing, NJ
Past
February 13, 2006 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
EWING, NJ
Past
September 9, 2005 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
EWING, NJ
Past
June 1, 2005 - September 27, 2005
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
December 2, 2003 - June 1, 2005
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
September 27, 1996 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
Pennsylvania(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
