Ayman Ibrahim Ibrahim

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → 09/2025
  Avantax Investment Services, Inc.
  Melville, NY
• 07/2018 → Present
  Creative Payment Solutions, Llc
  Plainview, NY
• 02/2019 → Present
  Fortis Lux Financial
  New York, NY
• 10/2001 → 09/2025
  Avantax Insurance Agency, Llc
  Melville, NY
• 06/2011 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 09/2023 → Present
  Yellowapple Llc
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-21 → 2025-09-05
  Avantax Advisory Services
  Melville, NY

Other Businesses

1) Ayman Ibrahim, CPA 35 Newcastle Ave Plainview NY 11803 Tax Preparation/Accounting Owner/Sole Proprietor 1/1/2000 25hrs~0hrs Prepare individual and corporate tax returns 2) Creative Payment Solutions, LLC 35 Newcastle Ave Plainview NY 11803 Other~Owner~7/2/2018~3hrs~1hrs~Obtain new clients that accepting electronic payments form their customers. Provide merchant services 3) Fortis Lux Financial 277 Park Ave New York NY 10172 Insurance Agent 2/11/201 8hrs~6hrs Providing life, LTD and LTC products to clients. 4) BLUEAPPLE, INC. POSITION: Vice President NATURE: Blueapple, Inc. is a holding company formed as a New York State Corporation. The company owns interests in merchant services and real estate business entities. Additional information (12/14/2020):Blueapple, Inc. is a holding company that is mainly owned by family trusts. The company is inactive in getting new investments in new companies. However, it owns a minority interest in merchant services company since 2011. In addition, it owns a majority interest in one commercial building in NY since 2006. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/07/2020 ADDRESS: 515 Broadhollow Road, Melville NY 11747, DESCRIPTION: My main duty is overview the financial and tax reporting/planning of the company. Additional information (12/14/2020):Please note that I am not going to spend material time overviewing the financial and tax aspects for Blueapple. My top 5 job responsibilities: Review monthly financial statements. Review yearly financial statements. Year-end tax planning. Communicate with outside tax advisors Provide advises in various tax issues. 5) YELLOWAPPLE LLC POSITION: Manager NATURE: The LLC is formed as a holding company for Sidhom family to hold and provide administration services for various investments including real estate. The investments is related to the members of the LLC including 9 irrevocable trusts and 2 individual: Ray and Cindy Sidhom. I am not a trustee in any of the client trusts in Yellowapple or any other entities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 09/16/2023 ADDRESS: 515 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: My main duty is overview the financial and tax reporting/planning of the company. Please note that I am not going to spend material time overviewing the financial and tax aspects forYellowapple LLC. My top 5 job responsibilities: Review monthly financial statements. Review yearly financial statements. Year-end tax planning. Communicate with outside tax advisors

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-20

Other Names

• Ayman Ibrahim