Syed Taz uddin Ahmed
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Investment Services LLCMar 2026 to now
- First National Bank of PaMar 2026 to now
- Citizens Securities, Inc.Mar 2022 to now
- HSBC Securities (USA) Inc.Aug 2020 to Mar 2022
- HSBC Bank USA, N.A.Jul 2020 to Mar 2022
- Wells Fargo Clearing Services, LLC.Jan 2018 to Jul 2020
- Wells Fargo Bank, NAMay 2012 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6899748
- Firm CRD
- 105644