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Paul D. Voytovich

Some features on this profile are disabled
CRD#: 4054714
PV

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul David Voytovich, CFP® was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1999. Paul had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) A.Elizabeth Craig~'NIR'~One Fox Run~Orchard Park~NY~14127~Other~Executor~7/1/2014~4hrs~2hrs~Settle estate 2) Independent Association of Accountants of New York~'NIR'~4043 Maple Road, Ste 100A~Amherst~NY~14226~Club/Association Director/Officer~Vice President~6/1/2011~4hrs~2hrs~Board member- input into planning educational and social activities for the members 3) Paul D Voytovich CPA CFP~'NIR'~3778 North Buffalo Road~Orchard Park~NY~14127~Tax Preparation/Accounting~Owner/Sole Proprietor~7/1/1995~160hrs~150hrs~accounting bookkeeping tax preparation and payroll services 4) Voytovich Financial LLC~'NIR'~3778 North Buffalo Road~Orchard Park~NY~14127~Other~Other~11/28/2016~0hrs~0hrs~operational/marketing name only 5) UBCEL Class of 2011~'NIR'~55 Curley Dr~Orchard Park~NY~14127~Club/Association Director/Officer~Treasurer/Comptroller~10/1/2011~2hrs~1hrs~Collect Dues, pay expenses 6) Avantax Insurance Agency, LLC~'IR'-3778 North Buffalo Road, Orchard Park NY 14127~Equity Indexed Annuity~Agent~11/1/2018~4hrs~4hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 7) INDEPENDENT ASSOCIATION OF ACCOUNTANTS OF NEW YORK POSITION: Past President NATURE: Provides educational opportunities related tax related topics for tax preparers. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2011 ADDRESS: 4043 Maple Road, Ste 100A, Amherst NY 14226, United States DESCRIPTION: Board member- input into planning educational and social activities for the members

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 1999

Experience

Past

August 24, 2021 - December 12, 2023

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
ORCHARD PARK, NY
Past

July 27, 2010 - December 12, 2023

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Orchard Park, NY
Past

November 15, 2007 - August 2, 2010

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ORCHARD PARK, NY
Past

January 22, 2001 - November 15, 2007

OSAIC WEALTH, INC.

BD
CRD#: 23131
ORCHARD PRK, NY
Past

December 7, 1999 - January 3, 2001

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/1999
General Securities Representative Examination

Current Firm

AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

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Contact information

Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)
AAS ADV PART 2A APPENDIX WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts140,306
AUM (Assets Under Management)$ 46,109,939,749

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024
Cover Page
Report
11/28/2023
Cover Page
Report
12/16/2022
Cover Page
Report

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.

Company Information

AVANTAX ADVISORY SERVICES

CRD#: 104556

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