Fadi W Khoury

Current Employers

Employment History

• 02/2015 → 09/2022
  Citizens Securities, Inc.
  Sommerville, MA
• 09/2016 → Present
  Khoury Real Estate, Llc
  Windham, NH
• 07/2018 → Present
  Property Care, Llc
  Windham, NH
• 10/2022 → 10/2022
  Khoury Wealth Management Group, Llc
  Milton, MA
• 10/2022 → 09/2025
  Avantax Investment Services, Inc.
  Milton, MA
• 10/2022 → 09/2025
  Avantax Advisory Services
  Milton, MA
• 10/2022 → 10/2022
  Avantax Insurance Agency, Llc
  Milton, MA
• 10/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Milton, MA
• 09/2022 → Present
  Khoury Wealth Management Group, Llc
  Windham, NH
• 01/2012 → Present
  Real Estate Rental
  Windham, NH
• 07/2025 → Present
  Star Sail
  Harvard, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Harvard, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2022 → Present
  Mainsail Advisor Group Llc
  Somerville, MA
• 10/2023 → Present
  Mainsail Financial Services
  Somerville, MA

Previous Registrations

• 2022-10-18 → 2025-09-05
  Avantax Advisory Services
  Portsmouth, NH
  Dallas, TX
  Milton, MA
  Harvard, MA
  Harvard, MA
  Milton, MA
  Somerville, MA
  Windham, NH
  Scarborough, ME
• 2015-02-20 → 2022-10-04
  Citizens Securities, Inc.
  Woburn, MA
  Somerville, MA
  Somerville, MA
  Somerville, MA
  East Boston, MA
  Everett, MA
  Burlington, MA
  Lexington, MA
  East Boston, MA
  Boston, MA
  Boston, MA
  South Boston, MA
  Charlestown, MA
  Somerville, MA
  Woburn, MA
  Cambridge, MA
  Boston, MA
  Somerville, MA
  Boston, MA
  Somerville, MA
  East Boston, MA

Other Businesses

1) PROPERTY CARE, LLC; POS: MEMBER NATURE: REAL ESTATE MANAGEMENT/PROPERTY MANAGEMENT.RESIDENTIAL REAL ESTATE. IR; HRS: 2 SEC TRDNG HRS: 0 START DATE: 07/18/2018; ADDR: PO BOX 1001, WINDHAM NH 03087, PROPERTY MANAGEMENT/ HIRE SUBCONTRACTORS TO MAINTAIN REAL ESTATE.- COLLECT RENT- SCREEN CANDIDATES FOR TENENACY.- SHOW PROPERTY.- PROPERTY MAINTENANCE, EXPENSES, MORTGAGE, TAXES, INSURANCE ETC... 2) KHOURY WEALTH MANAGEMENT GROUP, LLC; POS: MEMBER NATURE: ENTITY FOR WEALTH MANAGEMENT SERVICES.INVESTMENT SERVICES IS UNDER MAINSAIL ADVISOR GROUP, LLC; IR; HRS: 160 SEC TRDNG HRS: 130 START DATE: 09/12/2022; 44 Indian Rock Rd, WINDHAM NH 03087, HOLDING COMPANY FOR MAINSAIL ADVISOR GROUP.RETIREMENT PLANNINGWEALTH MANAGEMENTRISK MANAGEMENTPLANNING 3) KHOURY REAL ESTATE, LLC; POS: MEMBER NATURE: REAL ESTATE RENTAL.RESIDENTIAL REAL ESTATE.; IR; HRS: 1 SEC TRDNG HRS: 1 START DATE: 09/29/2016; PO BOX 1001, WINDHAM NH 03087, REAL ESTATE RENT.- COLLECT RENT- SCREEN CANDIDATES FOR TENANCY. 4) THE MARITA AND MARIEBELLE LIVING TRUST POS: TRUSTEE NATURE: MY RESPONSIBILITY IS TO BE THE TRUSTEE ON FUNDS BEING GIFTED TO MY MINOR NIECES UNTIL THEY ARE AT A GIVEN AGE; IR; HRS: 1 SEC TRDNG HRS: 0 START DATE: 05/23/2022 ADDR: 667 SOMERVILLE AVE, SOMERVILLE MA 02143 DESC: MY RESPONSIBILITY IS TO BE THE TRUSTEE ON FUNDS BEING GIFTED TO MY MINOR NIECES UNTIL 5) THE KHOURY FAMILY REVOCABLE TRUST POS: TRUSTEE NATURE: TRUSTEE OF A PERSONAL FAMILY TRUST; NIR; HRS: 0 SEC TRDNG HRS: 0 START DATE: 09/02/2022 ADDR: 15 TURTLE ROCK RD, WINDHAM NH 03087 DESC: MANAGE THE HARD AND LIQUID ASSETS OF THE TRUST TO THE BEST INTEREST OF THE BENEFICIARIES. 6) THE KHOURY FAMILY IRREVOCABLE TRUST POS: TRUSTEE NATURE: TRUSTEE OF A PERSONAL FAMILY TRUST; NIR; HRS: 0 SEC TRDNG HRS: 0 START DATE: 10/20/2022 ADDR: 15 TURTLE ROCK RD, WINDHAM NH 03087 DESC: MANAGE THE ASSETS OF THE TRUST FOR THE BEST INTEREST OF THE BENEFICIARIES OF THE TRUST.THE TRUST INCLUDES HARD AND LIQUID ASSETS. 7) MAINSAIL ADVISOR GROUP LLC POS: OWNER/ FINANCIAL ADVISOR/ MANAGING PARTNER NATURE: OWNER, MANAGING PARTNER AND FINANCIAL ADVISOR. MAINSAIL ADVISOR GROUP IS THE BRAND NAME FOR MY FINANCIAL ADVISOR PRACTICE. IR; HRS: 160 SEC TRDING HRS: 130 START DATE: 10/01/2022 ADDR: 667 Somerville Avenue, Sommerville MA 02143 DESC: FINANCIAL PLANNING. 8) MAINSAIL FINANCIAL SERVICES POS: OWNER NATURE: I PLAN TO MOVE MY INVESTMENT SERVICES BRANDNAME FROM MAINSAIL ADVISOR GROUP TO MAINSAIL FINANCIAL SERVICES. THAT IS, I WILL BE PROVIDING FINANCIAL SERVICES INCLUDING INVESTMENT ADVISE UNDER THE BRAND NAME "MAINSAIL FINANCIAL SERVICES LLC" IR; HRS: 130 SEC TRDNG HRS: 130 START DATE: 10/18/2023 ADDRESS: 667 Somerville Avenue, Sommerville MA 02143 DESC: FINANCIAL PLANNING. INVESTMENT. 9) REAL ESTATE RENTAL POS: OWNER NATURE: RENTAL PROPERTIES; IR; HRS: 3 SEC TRDNG HRS: 0 START DATE: 01/01/2012 ADDR: PO BOX 1001, WINDHAM NH 03087, United States; DESC: OWNER OF ABOVE PROPERTIES:- COLLECT RENT- SCREEN CANDIDATES FOR TENENACY.- SHOW PROPERTY.- PROPERTY MAINTENANCE/ HIRE CONTRACTORS, HANDYMAN ETC..- PAY RELATED EXPENSES, MORTGAGE, TAXES, INSURANCE ETC... 10) STAR SAIL POS: OWNER NATURE: BOOKKEEPING. ACCOUNTING. PAYROLL. TAXES. BUSINESS CONSULTANCY. NIR; HRS: 10 SEC TRDNG HRS: 10 START DATE: 07/20/2025 ADDR: 6 Lancaster County RD, Harvard MA 01451, United States DESC: OWNER AND MANAGER OF THE BUSINESS. MAIN RESPONSIBILITIES ARE BUSINESS DEVELOPEMENT AND CLIENT ACQUISITION. 11) NAME OF OTHER BUSINESS: WATERWAY PALMS PLANTATION HOMEOWNERS ASSOCIATION, INC INVESTMENT RELATED: NO ADDRESS: 4705 OLEANDER DRIVE MYRTLE BEACH, SC 29577 NATURE OF BUSINESS: HOA START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: VOLUNTEER/ NOMINATING COMMITTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SCREENING HOMEOWNERS VOTING PROXIES

Exams

• S66 Uniform Combined State Law Examination
  2014-12-01
• S63 Uniform Securities Agent State Law Examination
  2014-03-03

Other Names

• Fadi Khoury
• Fadi W Alkhoury