SA
Historical directory summary
Shaun Arthur Roberts
Investment Advisor
Avantax Investment Services, Inc.Staten Island, New York
Wealth managementDIRECTORY 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
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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
SC
Historical directory summary
Shaun Cour
Financial Advisor
Avantax Investment Services, Inc.Coventry, Connecticut
Wealth managementSP
Historical directory summary
Shawn Patrick Murphy
Advisor
Avantax Investment Services, Inc.Rocky Hill, Connecticut
Wealth managementSE
Historical directory summary
Sheryl Elizabeth Urso
Financial professional
Avantax Investment Services, Inc.Rocky Hill, Connecticut
Financial servicesSL
Historical directory summary
Soojan Lodwick Shao
Advisor
Avantax Investment Services, Inc.New Providence, New Jersey
Wealth managementSE
Historical directory summary
Stephen Edward Plain
Financial Professional
Avantax Investment Services, Inc.Goshen, New York
Wealth managementSR
Historical directory summary
Stephen Richard Thomas
Financial professional
Avantax Investment Services, Inc.Bohemia, New York
Financial servicesSR
Historical directory summary
Stephen Robert Galli
Wealth Management Advisor
Avantax Investment Services, Inc.Mount Arlington, New Jersey
Wealth managementSS
Historical directory summary
Stephen Scialo
Financial professional
Avantax Investment Services, Inc.Woodcliff Lake, New Jersey
Financial servicesSC
Historical directory summary
Steven Craig Bromberg
Advisor
Avantax Investment Services, Inc.Mount Kisco, New York
Wealth managementSV
Historical directory summary
Steven Vincent Oroho
Investment Advisor
Avantax Investment Services, Inc.Mount Arlington, New Jersey
Wealth managementSM
Historical directory summary
Stuart Martin Flaum
Financial professional
Avantax Investment Services, Inc.Brooklyn, New York
Financial servicesSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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