Susan Wadie Wahba

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

• 07/2012 → 09/2024
  Ayman Ibrahim - Cpa
  Plainview, NY
• 01/2013 → 09/2025
  Avantax Investment Services, Inc.
  Plainview, NY
• 01/2013 → 02/2024
  Evo Merchant Services, Llc
  Melville, NY
• 01/2021 → 03/2022
  Tax Act, Inc.
  Dallas, TX
• 03/2021 → 12/2023
  Joseph Scarpa, Cpa
  Farmingdale, NY
• 07/2018 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 05/2025 → Present
  S&S Pa Real Estate Llc
  Levittown, NY
• 07/2025 → Present
  265 Prospect Avenue, Llc
  Levittown, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Levittown, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-24 → 2025-09-05
  Avantax Advisory Services
  Melville, NY
  Dallas, TX
  Levittown, NY

Other Businesses

1) TAX PREP CPA P.C. POSITION: Owner NATURE: Tax Preparation Services- preparing and filing tax returns for clients INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/22/2023 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Tax Preparation Services- preparing and filing tax return for clients 2) FACTS PRO POSITION: Owner NATURE: Tax Planning Services is the main activity, also providing clients with bookkeeping and/or accounting services as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/22/2023 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Providing Tax Planning Services to clients, accounting and bookkeeping, introducing financial planning and insurance to those client if needed. 3) S&S PA REAL ESTATE LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE PROPERTIES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: FUNDING CAPITAL, OWNING RE PROPERTIES, MANAGING RENTALS 4) SON OF THE 11TH HOUR POSITION: Financier or Investor NATURE: Cinema Film production INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Investor/Lender with profit sharing option 5) 265 PROSPECT AVENUE, LLC POSITION: Member NATURE: REAL ESTATE DEVELOPMENT,CONSTRUCTION, RENOVATIONS AND SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Investor/ Passive Partner

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-30

Other Names

• Susan W Ghabious Khirs
• Susan Wadie Ghabious Khirs