Bryan J. Staniszewski
CETERA INVESTMENT ADVISERS LLC | Financial Advisor
WEST SENECA, NY 14224
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CRD#: 4188961
Professional summary
Bryan James Staniszewski, AIF®, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in West Seneca, New York and CETERA WEALTH SERVICES, LLC located in West Seneca, New York.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bryan has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Business Succession Planning
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CONSILIUM TAX SOLUTIONS, LLC DBA W COPPOLA TAX SERVICE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX SERVICES START DATE: 9/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING, TAX PREP, CONSULTING;
CRS (Client Relationship Summary) - RIA
Click below to view Bryan James Staniszewski'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: 2015
Experience
Current
November 8, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3625 Seneca Street, West Seneca, NY 14224RIA
CRD#: 105644
WEST SENECA, NY
Current
November 8, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3625 Seneca St Rear Office, West Seneca, NY 14224BD
CRD#: 13572
WEST SENECA, NY
Past
June 21, 2021 - September 20, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EAST SYRACUSE, NY
Past
June 21, 2021 - September 20, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EAST SYRACUSE, NY
Past
October 25, 2019 - April 27, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BUFFALO, NY
Past
June 12, 2012 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
BUFFALO, NY
Past
August 15, 2008 - May 19, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WILLIAMSVILLE, NY
Past
March 1, 2007 - August 6, 2008
OSAIC WEALTH, INC.
BD
CRD#: 23131
WEST SENECA, NY
Past
January 14, 2004 - March 1, 2007
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
DEPEW, NY
Past
January 11, 2002 - November 28, 2003
FINANCIAL WEST GROUP
BD
CRD#: 16668
RENO, NV
Past
June 6, 2000 - December 14, 2001
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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(11/8/2024)
RR
New Jersey(11/8/2024)
RR
New York(11/8/2024)
IAR
New York(11/8/2024)
RR
Pennsylvania(11/8/2024)
Exams
State Security Law 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
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
CETERA INVESTMENT ADVISERS LLC
Financial AdvisorCRD#: 105644West Seneca, NY 14224TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
