Zeina Maalouf

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

• 08/2020 → 09/2025
  Avantax Advisory Services
  Arcadia, CA
• 08/2020 → 09/2025
  Avantax Insurance Agency Llc
  Arcadia, CA
• 10/2013 → Present
  Zeina Maalouf, Cpa
  Arcadia, CA
• 05/2007 → Present
  Zeina Maalouf
  Arcadia, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-09-12 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Arcadia, CA

Other Businesses

1) RENTAL PROPERTIES LLC POSITION: co owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 610 N Santa Anita Ave, Arcadia CA 91006, United States 2) Zeina Maalouf, CPA; Owner; ~; Cpa - Tax Preparation/ Accounting Services for individuals and small businesses.; IR; 80; 10/01/2013; 610 N Santa Anita Ave Arcadia CA 91006; ~; Meet with clients/ tax filing paperworks/ emailing clients/ helping with irs notices/ talking to irs on the phone 3) Zeina Maalouf; Independent Contractor; ~; Real estate agent for residential properties/ listing and purchase; IR; 0; 05/23/2007; 610 N Santa Anita Ave Arcadia CA 91006; ~; Real Estate/ Helping clients with listing and purchase/ meeting with clients/ go to open houses/ help clients with real estate documents agreements

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-12