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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

515 Broadhollow Road, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deloitte & Touche Llp Jericho NY 09/2017 11/2020
Hofstra University Hempstead NY 09/2012 05/2017
Unemployed Plainview NY 05/2017 09/2017
Avantax Investment Services, Inc. Plainview NY 11/2020 09/2025
Avantax Advisory Services Plainview NY 11/2020 09/2025
Ayman Ibrahim, Cpa Plainview NY 11/2020 Present
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 09/2017 → 11/2020
    Deloitte & Touche Llp
    Jericho, NY
  • 09/2012 → 05/2017
    Hofstra University
    Hempstead, NY
  • 05/2017 → 09/2017
    Unemployed
    Plainview, NY
  • 11/2020 → 09/2025
    Avantax Investment Services, Inc.
    Plainview, NY
  • 11/2020 → 09/2025
    Avantax Advisory Services
    Plainview, NY
  • 11/2020 → Present
    Ayman Ibrahim, Cpa
    Plainview, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2021-03-15 → 2025-09-05
    Avantax Advisory Services
    Melville, NY
Other Businesses

Ayman Ibrahim, CPA~'IR'~35 Newcastle Avenue~Plainview~NY~11803~Accounting Services/Tax Preparation~Employee~1/1/2021~100hrs~60hrs~My responsibilities include preparation of individual and corporate tax returns. In addition, I will review the financial statements for business entities and provide tax planning.|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-13
  • S66 Uniform Combined State Law Examination
    2021-03-13

View on SEC IAPD

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