Steve Tawadrous

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

• 01/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Worth, TX
• 04/2020 → 09/2020
  Unemployed
  Arlington, TX
• 10/2020 → 08/2022
  Ameriprise Financial Services, Llc
  Arlington, TX
• 09/2022 → Present
  Cetera Advisors
  St Cloud, MN
• 09/2022 → Present
  Totus Wealth Management Llc
  The Woodlands, TX
• 02/2023 → 08/2024
  Uber
  Dallas, TX
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Cornerstone Wealth Group
  The Woodlands, TX

Previous Registrations

• 2020-10-15 → 2022-08-23
  Ameriprise Financial Services, Llc
  Arlington, TX
• 2016-01-08 → 2020-03-19
  Ameriprise Financial Services, Llc
  Ft Worth, TX
  Stephenville, TX
  Fort Worth, TX
• 2013-05-28 → 2016-01-21
  J.P. Morgan Securities Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2012-04-18 → 2013-04-03
  New England Securities
  Dallas, TX

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: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, FIXED ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: CORNERSTONE WEALTH GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; website www.cornerstonewg.com

Exams

• S66 Uniform Combined State Law Examination
  2012-03-05
• S63 Uniform Securities Agent State Law Examination
  2008-02-12

Other Names

• Steve Tawadrous
• Steve Sam Tawadrous