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Advisors / New York / Patterson
27yrs

John Monaco

Full name on record: John Robert Monaco

Financial advisor at Cetera Investment Advisers

John Monaco has worked in the financial industry for 27 years and is a financial advisor based in Patterson, New York. After four years at Avantax Advisory Services, John joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CPA/PFS designation.

Patterson, NY 12563CPA/PFSTop 24% by experience nationwide
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At a glance

Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office2190 Rt. 22, Patterson, NY 12563
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Sep 2025 – now
  2. 2021 – 2025
    Avantax Advisory ServicesPreviously

Contact John

2190 Rt. 22
Patterson, NY 12563Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL

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Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Cetera Investment Advisers at (310) 257-7880 and ask for John Monaco. John works from the Patterson, NY office.

How long has John been a financial advisor?

John has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.

What licenses does John hold?

Series 63. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.