BB
Brent S. Bocian
CETERA INVESTMENT ADVISERS
Wesley Chapel, FL
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CRD#: 8086206
BB
Brent Stephen BocianCETERA INVESTMENT ADVISERS
Professional summary
Brent Stephen Bocian, who also goes by Brent Bocian, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wesley Chapel, Florida.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brent has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Brent Bocian
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) Quick Guide Tax, LLC; Member; Practice provides tax preparation, tax debt relief, representation, business formation support, and bookkeeping services as well as general tax advising .� Quick Guide Tax LLC was formerly known as Labyrinth, LLC. The business name was changed upon domestication into Pennsylvania (from Washington, DC to Pennsylvania).�; NIR; 160; 80; 03/03/2019; 219 Cranesbill Drive Mars PA 16046; Prepare tax returns. Provide customer service and responses to client inquiries. Provide accounting oversight and workflow management. Develop marketing and outreach plans for the practice. 2) Author; Co-author; Wrote a book and posted it for sale through Amazon affiliates program.� 1. "The Interpreter's Quick Guide to Self-Employment" (2nd edition) - Published June 6, 2019. This book is designed for American Sign Language interpreters who are self-employed or students attending an interpreting program in college. This book covers basic tax concepts regarding some 2019 updates, business structures, common interpreter/freelancer deductions, basic understanding of Retirement for freelancers and general self-employment tips for freelancers, such as self-care and bookkeeping.�The first edition of this book is no longer available to order.� 2. "The Beauty in Our Gifts" - Published July 18, 2024. This is a children's book for ages 4 to 7. 3. "The Collection: World of Deafness Volume 1 First Edition" - Published July 10, 2007, written by Brent Bocian (no co-author).� This book is an undergraduate thesis paper that was converted to a paperback. It is no longer available and cannot be ordered.� ; No; 1; 0; 12/01/2017; 219 Cranesbill Drive Mars PA 16046; Maintain updates as needed in the Amazon account such as price adjustments or provide insights on revisions needed. 3) DBA: Quick Guide Wealth; Member; Entity which I provide tax filing services and Avantax Wealth management services. I provide tax and bookkeeping services, advice, investment guidance, and products. Additionally, Quick Guide Tax LLC was formerly known as Labyrinth, LLC. The business name was changed upon domestication from Washington, DC to Pennsylvania.�; Yes; 15; 15; 03/03/2019; 219 Cranesbill Drive Mars PA 16046; I provide tax and bookkeeping services and advice, plus investment and product guidance to my clientele. Also, provide insights into clients' tax situations, which can then influence their financial decisions, including investments. 4) Rental Property; Property Owner; I have a rental property in Washington, DC since 2021, and it is currently being managed by a Property Management company named Nomadic Real Estate, which is also located in Washington, DC. Since I live in Pennsylvania, I do not have physical contact with the property and occasionally correspond with the property manager and the head tenant.� ; IR; 1; 0; 05/11/2021; 219 Cranesbill drive Mars PA 16046; My duties involved: Review lease agreements (annually). Make revisions if needed. Approve tenant applications. Review the tenant's job history, credit score, and tenant history. Make final approval on repairs above $500.Monitor utility automatic payments. Keep an eye on bills/expenses
CRS (Client Relationship Summary) - RIA
Click below to view Brent Stephen Bocian'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
RIA
CRD#: 105644
Wesley Chapel, FL
Past
May 12, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Mars, PA
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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(9/5/2025)
IAR
Texas(12/12/2025)
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)Loading...
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
