Sammy Michael Salek

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

• 11/2013 → 03/2018
  Vape Clouds Llc
  Houston, TX
• 04/2015 → Present
  Vsrs, Llc Dba Perfect Properties
  The Woodlands, TX
• 03/2016 → 06/2021
  Mml Investors Services, Llc
  Houston, TX
• 03/2016 → 06/2021
  Massmutual Life Insurance Co
  Houston, TX
• 05/2021 → Present
  Totus Wealth Management, Llc
  The Woodlands, TX
• 05/2021 → Present
  Totus Financial Group
  The Woodlands, TX
• 05/2021 → Present
  Texas Gulf Coast Financial Group
  The Woodlands, TX
• 04/2015 → Present
  Vsrs, Llc Dba Home Relief
  The Woodlands, TX
• 03/2019 → Present
  Forty Holy Martyrs Orthodox Church
  Sugar Land, TX
• 10/2011 → Present
  N/A
  The Woodlands, TX
• 06/2021 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-09-12 → 2021-06-03
  Mml Investors Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

1)FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 10/2011, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2)TOTUS WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 05/2021, DIRECTOR OF FIELD DEVELOPMENT, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3)TOTUS FINANCIAL GROUP, INC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, OPERATING ENTITY, STARTED 05/2021, DIRECTOR OF FIELD DEVELOPMENT, APX NUMBER OF HOURS PER WEEK:0, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EMPLOYEE OF OPERATING ENTITY; 4)TEXAS GULF COAST FINANCIAL GROUP LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, EXPENSE MANAGEMENT, STARTED 05/2021, DIRECTOR OF FIELD DEVELOPMENT, APX NUMBER OF HOURS PER WEEK: 0, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EMPLOYEE OF OPERATING ENTITY; 5)VSRS, LLC DBA HOME RELIEF, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED 04/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PURCHASE DISTRESSED PROPERTIES AND RESELL OR WHOLESALE; 6)VSRS, LLC DBA PERFECT PROPERTIES, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED 04/2015, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 5 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTIES FOR PROPERTY OWNERS FOR A FEE; 7)FORTY HOLY MARTYRS ORTHODOX CHURCH, NOT INVESTMENT RELATED, 340 ELDRIDGE, SUGAR LAND, TX, 77478, RELIGIOUS, STARTED 03/2019, POSITION/TITLE/RELATIONSHIP: PARISH COUNCIL, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN RECOMMENDATIONS TO ADVANCE THE CHURCH AND ITS PARISHIONERS. ORGANIZE EVENTS AND VOLUNTEER; 8)N/A, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, NOTARY, STARTED 10/2011, POSITION/TITLE/RELATIONSHIP: TEXAS NOTARY, APX 1 HOURS PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COMPLEMENTARY NOTARIAL SERVICES FOR CLIENTS; 9) NAME OF OTHER BUSINESS: SALEK WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: 7906 HILSHIRE GREEN DR. HOUSTON, TX 77055; NATURE OF BUSINESS: EXENSE DBA; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: DBA FOR EXPENSE MANAGEMENT; 10) NAME OF OTHER BUSINESS: GIG WORKER SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRALS; START DATE : 09/2023; POSITION/TITLE/RELATIONSHIP: REFERER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; DUTIES: REFER SELF EMPLOYED INDIVIDUALS TO GIG WORKER SOLUTIONS FOR SERVICES; 11) NAME OF OTHER BUSINESS: ESTATE MENTORS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ESTATE PLANNING; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: MENTOR; APX # OF HRS/WK & DUR TRD HRS: 4; DUTIES: ASSIST PEOPLE THROUGH ESTATE MENTOR'S ESTATE PLANNING QUESTIONNAIRE; 12) NAME OF OTHER BUSINESS: NAIFA HOUSTON; INVESTMENT RELATED: NO; ADDRESS: 701 N POST OAK LN STE 320 HOUSTON, TX 77024; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: SECRETARY/TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH GROWTH OF THE CHAPTER, MANAGE FINANCES FOR THE CHAPTER;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-01
• S63 Uniform Securities Agent State Law Examination
  2011-08-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Samer Salek
• Samer Al-Salek
• Sammy M Salek