John Shall
John Shall is a registered investment advisor at Cetera Investment Advisers LLC, based in Staten Island, NY, with 20 years of industry experience. John 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
1675 Richmond Road, Staten Island, NY, 10304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a senior accountant and partner at DeSantis, Kiefer, Shall & Sarcone, LLP, an accounting firm. He dedicates full-time hours to his role as senior accountant and nearly full-time hours as a partner, focusing on tax and financial statement preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations3 states
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