Syed Taz Uddin Ahmed

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

• 05/2012 → 07/2020
  Wells Fargo Bank, Na
  Springfield, VA
• 01/2018 → 07/2020
  Wells Fargo Clearing Services, Llc.
  Springfield, VA
• 08/2020 → 03/2022
  Hsbc Securities (Usa) Inc.
  Alexandria, VA
• 07/2020 → 03/2022
  Hsbc Bank Usa, N.A.
  Alexandria, VA
• 03/2022 → 12/2022
  Citizens Securities Inc.
  Arlington, VA
• 12/2022 → Present
  Citizens Securities, Inc.
  Arlington, VA
• 03/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Fairfax, VA
• 03/2026 → Present
  First National Bank Of Pa
  Fairfax, VA

Previous Registrations

• 2022-03-07 → 2026-04-02
  Citizens Securities, Inc.
  Syracuse, NY
  Arlington, VA
  Westwood, MA
  Alexandria, VA
  Reston, VA
  Conshohocken, PA
  Albany, NY
  Potomac, MD
• 2020-08-18 → 2022-02-18
  Hsbc Securities (Usa) Inc.
  Alexandria, VA
  Arlington, VA
• 2018-04-10 → 2020-08-04
  Wells Fargo Clearing Services, Llc
  Springfield, VA
  Mclean, VA
  Springfield, VA

Other Businesses

1. SYED T AHMED, RESIDENTIAL RENTAL PROPERTY, 100% OWNER, 1/2HR/MO; 2. WILLOW AND LARK CO LLC, ONLINE HOME DECOR, 49% OWNER, 1/HR/MO; 3. THE DC ADVISORS, CONSULT ON JOB SKILLS, RESUME SOCIAL MEDIA MARKETING, NOT INVESTMENT RELATED, 1/2HR/MO

Exams

• S66 Uniform Combined State Law Examination
  2018-04-10

Other Names

• Syed Tazuddin Ahmed
• Syed Taz Uddin Ahmed
• Taz Ahmed
• Syed T Ahmed