Moshe F Teitelbaum
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
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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.
- Tcpa1 LLCMar 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Teitelbaum & Co Cpa Pllc dba WealthFeb 2021 to now
- Crystal Bk Holdings LLCOct 2015 to now
- Teitelbaum & Company LLCJun 2014 to now
- Avantax Advisory ServicesAug 2025 to Sep 2025
- Avantax Advisory ServicesFeb 2021 to Jan 2022
- Moshe F. Teitelbaum, CpaMay 2018 to Feb 2021
- 1117 Westchester Realty LLCSep 2013 to Feb 2023
- 12-16 East 177 Realty LLCSep 2013 to Feb 2023
Designations
- PFS
Exams passed
No exams in this record.
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
- 7324359
- Firm CRD
- 105644