Mahak Chaudhry

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

• 09/2018 → 12/2024
  Edward Jones
  St Louis, MO
• 04/2015 → 05/2018
  Citrus Heights Tires
  Citrus Heights, CA
• 06/2018 → 08/2018
  Unemployed
  Sacramento, CA
• 12/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  San Ramon, CA

Previous Registrations

• 2019-01-17 → 2024-12-03
  Edward Jones
  Antelope, CA
  St Louis, MO
  Sacramento, CA

Other Businesses

SOLUNA STRATEGIES LLC DBA SOLUNA WEALTH PLANNING (CETERA BUSINESS), 100% OWNER

Exams

• S66 Uniform Combined State Law Examination
  2019-01-10

Designations

• Certified Financial Planner

Other Names

• Layali Deen Tayeb
• Layali Deen
• Mahak Chaudhry
• Mahak Shahzad Chaudhry