Taylor S. Venanzi
CETERA INVESTMENT ADVISERS
HADDON HEIGHTS, NJ 08035
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CRD#: 6357244
Professional summary
Taylor Scott Venanzi, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Haddon Heights, New Jersey and CETERA WEALTH SERVICES, LLC located in Haddon Heights, New Jersey.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Taylor has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Core Areas of Focus
AUM
Cash Flow/Budgets/Credit Issues
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Biography
Hello! I am so happy you found us in your search for a high quality financial planner. NAPFA is a great place to start your search and is full of excellent advisors who always have your best interest in mind. If you have any questions about our process or the solutions at Activate Wealth, please do not hesitate to fill out the contact form on this page or schedule a complimentary call directly on our website.
When I am not working on financial plans, you will likely find me exploring the city of Philadelphia, working on my golf game, spending time on the beach in southern New Jersey, or cheering on the Nittany Lions at Penn State in State College, PA!
Question & Answer
What are your service offerings?
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Education Planning
Tax Planning
Budgeting
Comprehensive Financial Planni...
Debt Management
Investment Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Scott Venanzi'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: 2019
Experience
Current
October 8, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 213 White Horse Pike, Haddon Heights, NJ 08035RIA
CRD#: 105644
HADDON HEIGHTS, NJ
Current
September 18, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 212 White Horse Pike, Haddon Heights, NJ 08035Office #2: 213 White Horse Pike, Haddon Heights, NJ 08035BD
CRD#: 13572
Haddon Heights, NJ
Past
October 21, 2019 - January 2, 2025
ACTIVATE WEALTH LLC
RIA
CRD#: 305668
PHILADELPHIA, PA
Past
February 21, 2018 - July 23, 2019
VICUS CAPITAL, INC.
RIA
CRD#: 116021
Marlton, NJ
Past
July 24, 2017 - July 26, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MARLTON, 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
California(3/13/2026)
RR
Colorado(10/8/2024)
RR
Delaware(10/8/2024)
RR
Florida(10/8/2024)
RR
Georgia(1/2/2025)
RR
Maryland(1/12/2026)
RR
New Jersey(9/19/2024)
IAR
New Jersey(10/8/2024)
RR
New York(10/8/2024)
RR
Ohio(9/9/2025)
RR
Pennsylvania(10/8/2024)
RR
Virginia(3/13/2026)
RR
Washington(10/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/18/2024
General Securities Representative ExaminationGeneral 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)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 |
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.
