Susan Wadie Wahba
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Susan Wadie Wahba? 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
- S&s Pa Real Estate LLCMay 2025 to now
- Joseph Scarpa, CpaMar 2021 to Dec 2023
- Tax Act, Inc.Jan 2021 to Mar 2022
- Avantax Advisory ServicesJul 2018 to Sep 2025
- Avantax Investment Services, Inc.Jan 2013 to Sep 2025
- Evo Merchant Services, LLCJan 2013 to Feb 2024
- Ayman Ibrahim - CpaJul 2012 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6154477
- Firm CRD
- 105644