Moshe F Teitelbaum

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

• 02/2021 → 01/2022
  Avantax Advisory Services
  Brooklyn, NY
• 10/2015 → Present
  Crystal Bk Holdings Llc
  Brooklyn, NY
• 06/2014 → Present
  Teitelbaum & Company Llc
  Brooklyn, NY
• 09/2013 → 02/2023
  12-16 East 177 Realty Llc
  Brooklyn, NY
• 09/2013 → 02/2023
  1117 Westchester Realty Llc
  Brooklyn, NY
• 05/2018 → 02/2021
  Moshe F. Teitelbaum, Cpa
  Brooklyn, NY
• 02/2021 → Present
  Teitelbaum & Co Cpa Pllc Dba Wealth
  Brooklyn, NY
• 08/2025 → 09/2025
  Avantax Advisory Services
  Brooklyn, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-13 → 2025-09-05
  Avantax Advisory Services
  Brooklyn, NY
  Dallas, TX

Other Businesses

1)Crystal BK Holdings LLC; Member; The activity involves a passive investment in a three-family residential rental property; Yes; 1; 0; 10/09/2015; 34 South 9th Street Brooklyn NY 11249; My involvement with the three-family rental property is strictly as a passive investor. I do not participate in the management, operations, or oversight of the property. 2)LM TEITELBAUM FAMILY IRREVOCABLE TRUST; Trustee; This activity involves my role as trustee and/or beneficiary of the LM Teitelbaum Family Irrevocable Trust, which owns a single residential property that serves as the primary residence for my parents.; NIR; 1; 0; 05/08/2025; 36 Rutledge St Brooklyn NY 11249; My involvement with the LM Teitelbaum Family Irrevocable Trust is limited to administrative and oversight responsibilities as trustee for a single-family home, which is the primary residence of my parents. My responsibilities are solely to ensure the property is maintained for the benefit of my parents in accordance with the trust's terms. 3) NAME OF OTHER BUSINESS: TEITELBAUM & CO CPA PLLC DBA WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4)Moshe F Teitelbaum, CPA; Sole Proprietor; Preparation and issuance of financial statements for clients. This included compiling, reviewing, and preparing financial statements in accordance with Generally Accepted Accounting Principles (GAAP), with no involvement in securities, investment advisory, or financial product sales; NIR; 1; 0; 05/03/2018; 500 Wythe Ave Brooklyn NY 11249; This activity is currently inactive.As such, I have no duties, responsibilities, or ongoing involvement related to this Outside Business Activity. There are no clients, engagements, or business operations being conducted under this entity. 5)Teitelbaum & Family Foundation Inc; Trustee; This activity involves my role as an affiliated individual with my private foundation, which is a non-profit, tax-exempt organization established for charitable purposes. The foundation is funded with personal resources and operates independently from my professional responsibilities; NIR; 1; 0; 10/26/2015; 500 Wythe Ave Brooklyn NY 11249; My involvement with my private foundation is voluntary and uncompensated. High-Level Oversight, Grant Review and Approval, Compliance Monitoring: Oversee compliance with IRS rules and regulations applicable to private foundations, including annual IRS Form 990-PF filing requirements and adherence to self-dealing and minimum distribution rules.

Designations

• Personal Financial Specialist

Other Names

• Moshe S Teitelbaum
• Moshe F Teitelbaum
• Moshe Teitelbaum
• Moshe Fishel Teitelbaum