AG
Historical directory summary
Adam Gelbein
Financial professional
Avantax Investment Services, Inc.Staten Island, New York
Financial servicesDIRECTORY AFFILIATION
Avantax Investment Services, Inc.
Avantax Investment Services, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
IndependentNationalRetailWealth Management
434linked professional records
0researched profiles
182listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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Explore a listed cityMount Arlington, New Jersey28Staten Island, New York28New York, New York21Rochester, New York21Buffalo, New York17Toms River, New Jersey12Brooklyn, New York10Parsippany, New Jersey10
AP
Historical directory summary
Alan Paul Williams
Investment Advisor Representative
Avantax Investment Services, Inc.Wallingford, Connecticut
Wealth managementAJ
Historical directory summary
Albert Joseph Passanante
Advisor
Avantax Investment Services, Inc.Mount Arlington, New Jersey
Wealth managementAC
Historical directory summary
Aldo C Pizzoli
Financial professional
Avantax Investment Services, Inc.Pearl River, New York
Financial servicesAK
Historical directory summary
Alessandra Kay Panagos
Financial professional
Avantax Investment Services, Inc.Belmar, New Jersey
Financial servicesAM
Historical directory summary
Amanda M Pierson
Financial professional
Avantax Investment Services, Inc.Neptune, New Jersey
Financial servicesAN
Historical directory summary
Amanda Nicole Yurkowski
Financial professional
Avantax Investment Services, Inc.New York, New York
Financial servicesAM
Historical directory summary
Angelique Marie Duval
Financial professional
Avantax Investment Services, Inc.Malone, New York
Financial servicesAN
Historical directory summary
Angella Nichole Ohara
Financial professional
Avantax Investment Services, Inc.Rochester, New York
Financial servicesAJ
Historical directory summary
Angelo Joseph Coppolino
Advisor
Avantax Investment Services, Inc.Cranford, New Jersey
Wealth managementAO
Historical directory summary
Angie O. Lockard
Advisor
Avantax Investment Services, Inc.Haworth, New Jersey
Wealth managementAM
Historical directory summary
Ann Marie Geisheimer
Financial professional
Avantax Investment Services, Inc.Freehold, New Jersey
Financial servicesSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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