Jehuda Weinstein

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

• 01/2004 → Present
  Yehuda Weinstein Cpa, P.C.
  Brooklyn, NY
• 05/2015 → 06/2022
  Avantax Investment Services, Inc.
  Brooklyn, NY
• 09/2015 → 06/2022
  Avantax Advisory Services
  New York, NY
• 05/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2022 → Present
  Cong Agudos Achim Of Midwood, Inc
  Brooklyn, NY

Previous Registrations

• 2021-08-21 → 2022-06-09
  Avantax Advisory Services
  Brooklyn, NY

Other Businesses

1. CONG AGUDOS ACHIM OF MIDWOOD, INC., NOT INVESTMENT RELATED, 1564 CONEY ISLAND AVENUE, BROOKLYN, NY 11230, FINANCIAL SECRETARY, KEEP THE BOOKS, 1H/WEEK, 2. YEHUDA WEINSTEIN CPA PC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, CPA FIRM, TAX PREPARATION, 40H/WEEK, 20H/WEEK DURING TRADING HOURS, SINCE 01/2004 3. LUXCESS INC., NOT INVESTMENT RELATED, STONY POINT, NY, VICE PRESIDENT, SALE OF LUXURY GOODS, PART OWNER, BASIC ACCOUNTING AND MANAGEMENT, .5H/WEEK, SINCE 01/2015 4. YANDG TRANSPORTATION LLC, INVESTMENT RELATED, MEMBER, MANAGER, RENTAL INCOME, OWN NEW YORK CITY GREEN CAB LICENSE, 0.25H/WEEK, SINCE 11/2014

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04

Other Names

• Yehuda Weinstein