JH
CFP
JH
CFP

Jay Hochheiser

42 Years of Experience
Melville, NY
1 DisclosureBroker

Jay Hochheiser is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 42 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1 Huntington Quadrangle, Suite 2S14, Melville, NY, 11747

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History

Regulatory History (1)
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Customer Dispute
June 2007
Settled
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Investment Services, INC.Broker
May 2025 - September 2025 · 4 mos
Avantax Advisory Services
May 2025 - September 2025 · 4 mos
Park Avenue Securities LLC
January 2003 - May 2025 · 22 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - May 2025 · 26 yrs
Guardian Investor Services CorporationBroker
May 1996 - May 1999 · 3 yrs
Equico Securities, INC.Broker
September 1983 - April 1996 · 12 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1983 - April 1996 · 12 yrs 7 mos
State Registrations22 states
CACOCTDEFLGAINMAMDMIMNNCNJNMNYOHPARISCTNVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.