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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
274 Madison Avenue Suite 1103, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Injil Muhammad, Cpa | New York | NY | 09/1990 | Present |
| Avantax Investment Services, Inc. | New York | NY | 10/2007 | 09/2025 |
| Legacy 220 Incorporated | New York | NY | 11/2016 | Present |
| Avantax Insurance Agency, Llc | New York | NY | 08/2009 | 09/2025 |
| Avantax Advisory Services | New York | NY | 05/2008 | 09/2025 |
| Clarion Tax & Wealth Strategies | New York | NY | 11/2024 | Present |
| Cetera Wealth Services, Llc | New York | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)Injil Muhammad, CPA~'NIR'~274 Madison Avenue, Suite 1103~New York~NY~10016~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/1990~40hrs~25hrs~Reveiw Tax Returns 2)Legacy 220 Incorporated~'NIR'~274 Madison Avenue, Suite 1103~New York~NY~10016~General Business~Employee~11/1/2016~1hrs~0hrs~Process company payroll 3)Madison Avenue Advisors, LLC~'NIR'~274 Madison Avenue, Suite 1103~New York~NY~10016~Other~Other~12/1/2014~80hrs~60hrs~Operational and /or Marketing Name for HD Vest Services. 4) CLARION WEALTH MANAGEMENT POSITION: Founding Financial Advisor NATURE: Clarion Wealth Management is the dba name used for marketing and promoting financial services to high net worth individuals. Clarion Wealth Management has selected the S-corporation entity status for 2023. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2023 ADDRESS: 274 Madison Avenue, Suite 1103, New York NY 10016, United States DESCRIPTION: Injil Muhammad EMO is responsible for sales, marketing and business development. 5) CLARION TAX & WEALTH STRATEGIES POSITION: Shareholder NATURE: Investment Marketing Services INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/07/2024 ADDRESS: 274 Madison Avenue, New York, NY 10016, Suite 1103, New York NY 10016, United States DESCRIPTION: Owner - Review Marketing documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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