Bryan James Staniszewski
Financial advisor at Cetera Investment Advisers · West Seneca, NY
Last updated 2026-10-10
Claim your profileBryan James Staniszewski is a financial advisor at Cetera Investment Advisers in West Seneca, NY, CRD 4188961. Licenses and exams on the registration: Series 66. IAPD registration began 2021-06-21.
Registration
- CRD number
- 4188961
- Registration status
- Active
- IAPD registration
- 2021-06-21
- Industry Experience
- 5 years
- Work Experience
- 14 years
- States registered
- NY
Licenses and exams
- Series 66
Designations
- CFP®
- Personal Financial Specialist
Work history
- 2012-04 to 2021-06 · Lumsden & McCormick LLP · Buffalo, NY
- 2012-05 to 2019-10 · 1st Global Capital Corp · Buffalo, NY
- 2017-09 to 2021-04 · Avantax Insurance Services, Inc. · Buffalo, NY
- 2019-10 to 2021-04 · Avantax Investment Services, Inc. · Buffalo, NY
- 2021-06 to 2024-11 · Ameriprise Financial Services LLC · Vestal, NY
- 2024-11 to Present · Cetera Wealth Services, LLC · El Segundo, CA
- 2024-11 to Present · Cetera Investment Advisers LLC · Schaumburg, IL
Current employment
- Cetera Investment Advisers LLC · Schaumburg, IL
Cetera Investment Advisers
- Regulatory AUM
- $256,813,748,739
- Registered advisors
- 10,370
- Offices
- 7,392
- Clients per advisor
- 78.5 (Moderate)
- Average AUM per client
- $315.5K (Low)
- High-net-worth client ratio
- 9.7% (Low)
Cetera Investment Advisers: advisors, services and reported ETF investments
About
Bryan James Staniszewski is a CFP®, Personal Financial Specialist financial advisor at Cetera Investment Advisers LLC, operating as Cetera Investment Advisers in West Seneca, NY. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 14 years of reported work history. Reported roles include Cetera Wealth Services, LLC, Ameriprise Financial Services LLC, Lumsden & McCormick LLP, Avantax Investment Services, Inc., among others.
SEC disclosures list additional business and community activities: 1: fixed-insurance sales and service.
Cetera Investment Advisers' firm-level Form ADV reports 10,370 advisors across 7,392 offices; approximately 78.5 clients per advisor, average assets per client of $315,511, and regulatory AUM of $256.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $73.1B across 1,688 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bryan James Staniszewski personally.
Reported ETF positions
Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.6B |
| VTV — Vanguard Morningstar Value ETF | $1.7B |
| QQQ — Invesco QQQ Trust, Series 1 | $1.7B |
| AGG — iShares Core U.S. Aggregate Bond ETF | $1.5B |
| VOO — Vanguard S&P 500 ETF | $1.5B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cetera Investment Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $900.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $535.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $142.1M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $97.9M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cetera Investment Advisers on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Trust Company
- Insurance Company or Agency
- Pension Consultant
Location
3625 Seneca Street, West Seneca, NY 14224
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 310-257-7880
- Website: vimeo.com/FIRSTALLIED
Official record
Are you Bryan James Staniszewski?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.