RC
Reynold P. Cicalese
CETERA INVESTMENT ADVISERS LLC
CHERRY HILL, NJ 08034
Some features on this profile are disabled
CRD#: 6122937
RC
Professional summary
Reynold Peter Cicalese III, who also goes by Ren Peter Cicalese III, Reynold Cicalese III, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cherry Hill, 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 2012. Reynold has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ren Peter Cicalese Iii | Reynold Cicalese Iii
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) 900 KINGS HIGHWAY NORTH ASSOCIATES, LLC POSITION: OWNER NATURE: COMMERCIAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: Cherry Hill NJ , USA DESCRIPTION: BUILDING RECENTLY SOLD 2) ALLOY SILVERSTEIN FINANCIAL SERVICES POSITION: REFERRING CPA NATURE: FINANCIAL SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 ADDRESS: Cherry Hill NJ , USA DESCRIPTION: BUILDING RECENTLY SOLD 3) CBAC - COOPERATIVE BUSINESS ASSISTANCE CORPORATION POSITION: Director NATURE: I would be on the Board of Directors for the organization. Cooperative Business Assistance Corporation (CBAC) is a non-profit, public-private partnership created in 1987. Established to encourage the growth and stability of the small business sector, CBAC facilitates opportunities for banks to make business loans in the City of Camden, NJ, Philadelphia, PA, and the 6 counties located in Southern NJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 328 Market Street, Camden NJ 08102, United States DESCRIPTION: I would be on the Board of Directors for the organization, so I would have the typical types of responsibilities that go along with those types of positions 4) GET RICH OR DIE TRYING, LLC POSITION: Member NATURE: Will buy & hold stock through an Avantax account in a partnership with my 2 brothers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2020 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: None. Investor through a separate LLC (Cboyz Associates) 5) ALLOY SILVERSTEIN CPAS; POSITION: Soon to be shareholder NATURE: Currently an employee, but expecting to be an minority owner (5%) within the next month. CPA firm dealing with commercial and personal clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2021 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: Management of various projects and ongoing client interaction 6) ALLOY SILVERSTEIN BUY SELL LLC POSITION: Owner NATURE: A buy-sell agreement related to my ownership of Alloy Silverstein. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 900 North Kings Highway, Suite 101, Cherry Hill NJ 08034, USA DESCRIPTION: Responsible for making sure insurance premium payments are made 7) CBOYZ ASSOCIATES LLC POSITION: OWNER NATURE: Investment club INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 900 North Kings Hwy Ste 100, Cherry Hill NJ 08034, United States DESCRIPTION: Contribute money to invest in the stock market every once in awhile, partnership with my brother. 8) SOUTHWEST JERSEY CHAPTER OF NJCPA POSITION: Member of the Board of Directors, Hold the position of Secretary NATURE: The OBA is a professional organization of CPAs who are mainly responsible for organization continuing education programming for local CPAs. There INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 425 Eagles Rock Ave, Ste 100, Roseland NJ DESCRIPTION: As a member of the Board, I will be responsible for decision making on venues, registrations, programming, etc. 9) NJCPA SCHOLARSHIP FUND POSITION: Board Member NATURE: Would be on the board of the scholarship fund. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 105 Eisenhower Parkway, Suite 300, Roseland NJ 07068, United States DESCRIPTION: Assisting in the administration of providing scholarships to candidates in high school and colleges.
CRS (Client Relationship Summary) - RIA
Click below to view Reynold Peter Cicalese III'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
Office #1: 900 North Kings Highway Suite 101, Cherry Hill, NJ 08034RIA
CRD#: 105644
CHERRY HILL, NJ
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 900 North Kings Highway Suite 101, Cherry Hill, NJ 08034BD
CRD#: 13572
CHERRY HILL, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CHERRY HILL, NJ
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHERRY HILL, NJ
Past
January 1, 2013 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CHERRY HILL, NJ
Past
November 22, 2012 - 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
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
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.
