Andrew Lee Messarra

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

• 10/2001 → 09/2025
  Avantax Investment Services, Inc.
  Friendswood, TX
• 11/2013 → 09/2025
  Avantax Insurance Agency, Inc.
  Friendswood, TX
• 01/2014 → 09/2025
  Avantax Advisory Services
  Friendswood, TX
• 01/2019 → Present
  Messarra Enterprises Llc
  Friendswood, TX
• 01/2020 → Present
  Alm Financial & Tax Services Dba
  Friendswood, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Friendswood, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-24 → 2025-09-05
  Avantax Advisory Services
  Friendswood, TX

Other Businesses

1) ALM Wealth Management LLC~'NIR'~1414 S Friendswood Dr, Bldg C Ste 508~Friendswood~TX~77546~Landscaping/Grounds Maintenance~Accountant/Bookkeeper~1/1/1997~70hrs~64hrs~Tax Preparation, Payroll Services, and Bookkeeping Services 2) A Treasure of Dreams Inc~'NIR'~1414 S Friendswood Dr , Suite 316B~Friendswood~TX~77546~Nonprofit~Treasurer/Comptroller~6/1/2016~1hrs~1hrs~A Board Member for this nonprofit organization 3) MESSARRA ENTERPRISES LLC~'NIR'~528 GLENEAGLES DR~FRIENDSWOOD~TX~77546~Rental Property~Owner~1/1/2019~1hrs~1hrs~My wife will be handling the posting of signs, securing tenants, maintaining the property, collecting rent,1 etc. I will have minimal ongoing activity associated with this rental property. 4) HAND DELIVERED THERAPEUTIC MASSAGE POSITION: This is my wife's business NATURE: My wife is a registered massage therapist that conducts her therapeutic massage business to her clients. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1414 S Friendswood Dr, C Building Ste 506, Friendswood TX 77546, United States DESCRIPTION: I do not have any duties or responsibilities related to this business. 5) ALM FINANCIAL & TAX SERVICES DBA POSITION: Owner of business NATURE: ALM Financial & Tax Services is the DBA name for the corporation ALM Wealth Management Inc. This was the name of my business before I changed the structure of my company to a corporation and I decided to keep the DBA name because my clients knew my business as that name. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2020 ADDRESS: 1414 S Friendswood Dr, C Building Ste 508, Friendswood TX 77546, United States DESCRIPTION: I offer accounting services, tax services, payroll and tax consulting under the umbrella DBA of ALM Financial & Tax Services. 6)Real Estate; Real Estate; IR; 11/04/2015; Real Estate Rental Property Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-02
• S63 Uniform Securities Agent State Law Examination
  2001-12-04