RC
Reynold P. Cicalese
CETERA INVESTMENT ADVISERS LLC
MEDFORD, NJ
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CRD#: 3253311
RC
Professional summary
Reynold Peter Cicalese, who also goes by Ren Cicalese, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Medford, New Jersey and CETERA WEALTH SERVICES, LLC located in Cherry Hill, New Jersey.
Reynold is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Reynold has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ren Cicalese
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) ALLOY SILVERSTEIN LLC POS: MANAGING MEMBER NATURE: CONSULTING SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 04/01/2012 ADDR: Cherry Hill NJ 08034, DESC: MANAGING MEMBER OF THE FIRM IF I DECIDE TO TRANSITION FROM A PC TO THE LLC. 2) THE ALLOY SILVERSTEIN GROUP LLC POS: MANAGING MEMBER NATURE: CONSULTING SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2012 ADDR: Cherry Hill NJ 08034, DESC: MANAGING MEMBER IF AND WHEN WECARRYOUT THE TRANSACTION 3) ALLOY SILVERSTEIN FINANCIAL SERVICES, INC POS: SHAREHOLDER NATURE: FINANCIAL SERVICES INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 07/01/1999 Addr: Cherry Hill NJ 08034, DESC: Shareholder 4) CBOYZ ASSOC, LLC POS: Manager NATURE: Real Estate INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 1/13/2006 DESC: Manager, Real Estate 5) ALLOY SILVERSTEIN BUY SELL LLC POS: Manager NATURE: Insurance policy ownership INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2006 DESC: Entity holds life insurance policies for other biz ventures. 6) ASFS ABACUS BUY SELL LLC POS: Manager NATURE: INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 04/01/2006 DESC: Entity holds life insurance policies for other biz ventures. 7) UNUM LIFE INSURANCE COMPANY OF AMERICA POS: Insurance Sales NATURE: Insurance Sales/Service INV RELATED: No NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: Addr: 02/22/2005 DESC: Long Term Care Insurance Sales/Service 8) 900 KINGS HIGHWAY NORTH ASSOC, LLC POS: MANAGING MEMBER NATURE: Real Estate INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 05/31/2011 DESC: Managing member; 70% owner 9) ABACUS PAYROLL, INC. POS: R/E INV OF OWNER-OCCUPIED BLDG NATURE: Financial Services Entity INV RELATED: Yes NUMBER OF HRS: 0 SEC TRADING HRS: 0 START DATE: 01/01/2006 DESC: www.abacuspay.com 10) ESTATE OF HARRIET SPONYOE - AUNT POS: Executor NATURE: Finalize Estate INV RELATED: No NUMBER OF HRS: 1 SEC TRADING HRS: 0 START DATE: 01/01/2024 ADDR: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, United States DESC: Finalize and administer estate 11) RENNA ASSOCIATES, LLC POS: Managing Member NATURE: Just a LLC which will hold title of my second residence because of the conditions of sale. INV RELATED: No NUMBER OF HRS: 1 SEC TRADING HRS: 0 START DATE: 12/15/2020 ADDR: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, DESC: Buying second residence and as a condition of sale we are to honor preexisting rentals. We will be forming two entities the first to hold title of the property and a second to manage the property and possible to handle the rentals with a third party management company. This the entity which will hold title. 13) ALLOY SILVERSTEIN SHAPIRO ADAMS MULFORD CICALESE WILSON &CO CPAS; SHAREHOLDER; NIR; 1/01/2001; 14) Exude Benefits, LLC ( Formerly Benefit Strategies ); Co-Broker Health Insurance and Group Productis; Co broker for group health and other group insurance products.; NIR; 1; 08/16/2021; 900 North Kings Highway Cherry Hill NJ 08034; Co broker for group health and other group insurance products. 15) ALLOY EDGE LLC; Managing Member; separate entity outside of Alloy Silverstein CPA's. Branding & Strategy: Identity development, campaign planning Digital Marketing; NIR; HRS: 1; HRS 4; 07/21/2025; 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034; 1. Strategic Vision and Growth Leadership 2. Employee Oversight and Performance Management 3. Culture, Talent, and Team Development 4. Client and Stakeholder Relations 5. Cross-Company Integration and Synergy
CRS (Client Relationship Summary) - RIA
Click below to view Reynold Peter Cicalese'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MEDFORD, NJ
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 900 North Kings Highway Suite 101, Cherry Hill, NJ 08034Office #2: 165 North White Horse Pike, Hammonton, NJ 08037BD
CRD#: 13572
CHERRY HILL, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MEDFORD, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHERRY HILL, NJ
Past
January 27, 2000 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CHERRY HILL, NJ
Past
December 1, 1999 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CHERRY HILL, NJ
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
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kansas(10/15/2025)
RR
Kentucky(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(10/15/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
