Chase Cetta is a registered investment advisor, based in Melville, NY, with 1 years of industry experience.
Location
324 South Service Rd, Suite 118, Melville, NY, 11747
Get directionsHistory
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 Activities
Chase is a CPA and sole proprietor, offering tax preparation, bookkeeping, and financial planning services, dedicating minimal time to this. He also works full-time as a CPA at Koval & Casagrande, CPAs, PLLC, and is involved in several investment-related activities and a school district audit committee.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.