Gary Stoudt
Gary Stoudt is a registered investment advisor at Cetera Investment Advisers LLC, based in Nazareth, PA, with 28 years of industry experience. Gary 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
Firm Size
IM Fee
Assets Under Management
Location
19 S. Broad St., Nazareth, PA, 18064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an equity indexed annuity agent through Avantax Insurance Agency since 2015, dedicating minimal time. He also owns Stoudt Financial and Stoudt Wealth Management, where he performs tax preparation and accounting, taking up more than full-time hours, and works as an enrolled agent at Smart Cents Wealth Mgt, spending about a quarter of his time on tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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