Anthony John Khoury

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

• 09/2014 → 08/2022
  Prudential Insurance Company Of America
  Canonsburg, PA
• 09/2014 → 08/2022
  Pruco Securities, Llc.
  Canonsburg, PA
• 08/2022 → 06/2025
  Equity Services Inc
  Montpelier, VT
• 08/2022 → 06/2025
  National Life Group
  Poland, OH
• 01/2023 → Present
  Sentinel Financial Solutions
  Boardman, OH
• 06/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-08-17 → 2025-06-23
  Equity Services, Inc.
  White Plains, NY
  Poland, OH
  Independence, OH
  Latham, NY
  Lawrence, PA
  Boardman, OH
• 2014-10-22 → 2022-08-29
  Pruco Securities, Llc.
  Wexford, PA
  Canonsburg, PA
  Canonsburg, PA
• 2012-09-17 → 2014-09-15
  Mml Investors Services, Llc
  Boardman, OH
• 2008-08-01 → 2009-12-31
  Nationwide Securities, Llc
  Boardman, OH
• 2007-01-11 → 2008-08-01
  1717 Capital Management Company
  Boardman, OH
  Pittsburgh, PA
  Seven Fields, PA
• 2004-12-17 → 2006-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
• 2004-02-26 → 2004-05-13
  Equitable Advisors, Llc
  Cleveland, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2022 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SENTINEL FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGER PARTNER OF THIS ENTITY AND LEADER

Exams

• S66 Uniform Combined State Law Examination
  2014-09-02
• S65 Uniform Investment Adviser Law Examination
  2003-02-18
• S63 Uniform Securities Agent State Law Examination
  1998-04-22