Elie Youssef Elsaddik

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

• 09/1991 → Present
  Elie El Saddik, Cpa
  Pittsfield, MA
• 12/1998 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2024 → Present
  Berkshire Payroll, Inc
  Pittsfield, MA

Other Businesses

1)ACCTG & TAX PRAC-OWNER SINCE 1/01-MANAGING & PREP FIN STMNTS, TAX PREP & CONSULTING-60-80HR/WK: 2) NAME OF OTHER BUSINESS: BERKSHIRE PAYROLL, INC.; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PAYROLL PROCESSING; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROCESSING PAYROLL WHICH COMPLIMENTS CPA BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-02

Other Names

• Elie Y Elsaddik