Fadi W Khoury
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
4 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Fadi W Khoury? Claim your profile
Contact this firm
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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Star SailJul 2025 to now
- Mainsail Financial ServicesOct 2023 to now
- Khoury Wealth Management Group, LLCSep 2022 to now
- Mainsail Advisor Group LLCSep 2022 to now
- Property Care, LLCJul 2018 to now
- Khoury Real Estate, LLCSep 2016 to now
- Real Estate RentalJan 2012 to now
- Avantax Advisory ServicesOct 2022 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2022 to Sep 2025
- Avantax Investment Services, Inc.Oct 2022 to Sep 2025
- Avantax Insurance Agency, LLCOct 2022 to Oct 2022
- Citizens Securities, Inc.Feb 2015 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, 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
- 5995231
- Firm CRD
- 105644