BC
Bradley P. Canavan
CETERA INVESTMENT ADVISERS LLC
MANILUS, NY 13104
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CRD#: 7259293
BC
Professional summary
Bradley Paul Canavan is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Manilus, New York and CETERA WEALTH SERVICES, LLC located in Manlius, New York.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Bradley has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
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) ADVANCED FINANCIAL SERVICES CNY; POSITION: Staff Accountant NATURE: I am a staff accountant who deals with bookkeeping, preparation of workpapers for a tax return, and preparation of workpapers for sales tax returns. INVESTMENT RELATED: No; 160; 130; 04/27/2020; 320 Fayette St, Manlius NY 13104, I do bookkeeping, preparation of sales tax returns, and preparation of workpapers relating to federal business and personal tax returns. 2) DOORDASH - FOOD DELIVERY; POSITION: Delivery Driver NATURE: I login to the doordash app, receive orders from doordash to pick up food from a restaurant and then go to customer's homes to deliver their food. I am paid both a base rate and customers can add a tip onto the pay if they would like to. INVESTMENT RELATED: No; 10; 0; 10/04/2021; 901 Market St., Suite 600, San Francisco CA 94103, I login to the doordash app, receive orders from doordash to pick up food from a restaurant and then go to customer's homes to deliver their food. 3) BUDGETING; POSITION: Financial Coach NATURE: I will be meeting with clients to look at their budget, debt, and saving goals. I will be helping clients look at their bank statements and understand where their money is going to each month. I will provide guidance towards good financial habits such as paying down debt, limiting credit card use, saving, and limiting spending. I will mostly help clients to create a budget, follow the budget, provide critique towards the budget and help them understand ways to more easily pay off debt. INVESTMENT RELATED: No; 10; 0; 11/05/2021; 4892 Hillock meadows Dr, Syracuse NY 13215; I will be meeting with clients to go through their previous month's bank statements and look at all of the expenses that they had. I will be helping to show them that they may be overspending in an area, lacking on savings goals, or that they are actually able to spend more money if they so please. I will be helping them to craft a weekly budget, create good financial habits, such as balancing a check book, and teaching them how to not spend beyond their means. 4) GREGORY F WILT CPA; POSITION: Staff Accountant NATURE: I am a staff accountant which completes monthly bookkeeping, helps prepare sales tax returns, assists with population of tax returns. INVESTMENT RELATED: No; 160; 130 START DATE: 05/16/2019; 320 Fayette St, Manlius NY 13104, I am a staff accountant which completes monthly bookkeeping, helps prepare sales tax returns, assists with population of tax returns. 5) KAFL POSITION: Insurance Advisor NATURE: I am selling a Gerber Life insurance policy that is through AIM-CORE's affiliate in Rochester, NY (KAFL) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2025 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: Insurance Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Paul Canavan'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: 320 Fayette St, Manilus, NY 13104RIA
CRD#: 105644
MANILUS, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 320 Fayette St, Manlius, NY 13104BD
CRD#: 13572
Manlius, NY
Past
February 9, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Manilus, NY
Past
September 15, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Manlius, 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
Colorado(9/18/2025)
RR
Florida(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
RR
Ohio(9/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2021
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Manilus, NY 13104TRUST BUT VERIFY
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