RC
RC
Roseann Cretella
24 Years of Experience
Staten Island, NY
2 DisclosuresBrokerSells Insurance
Roseann Cretella is a registered investment advisor, based in Staten Island, NY, with 24 years of industry experience.
Location
Staten Island, NY
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Regulatory History (2)
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Judgment / Lien
August 2012Judgment / Lien
November 2010Other Business ActivitiesSells Insurance
Roseann is the treasurer/comptroller for Mid-Island Babe Ruth League Inc, owner of Tax On Wheels Inc providing accounting and tax preparation services (taking about half of Roseann's time), and a vestry member for the Church of St Andrew. Roseann also sold an equity index annuity and is the executrix of a will.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2022 - September 2025 · 3 yrs 8 mos
Avantax Investment Services, INC.Broker
February 2002 - September 2025 · 23 yrs 7 mos
State Registrations4 states
FLNJNYPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.