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Chadi Majed

Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Scottsdale Private Wealth Management Group Marketing AgencyFeb 2026 to now
  2. Cetera Investment Advisers LLCJan 2025 to now
  3. Cetera Advisors LLCJan 2025 to now
  4. Ks Pita LLCJan 2025 to now
  5. Pitadise LLCJan 2025 to now
  6. Scottsdale Private Wealth Management Group LLCJan 2025 to now
  7. Pitadise Mediterranean GrillAug 2021 to Aug 2023
  8. K's Pita, LLC.May 2016 to Dec 2017
  9. JP Morgan Securities LLCFeb 2013 to Dec 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5293926
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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