Yehuda Flohr
Yehuda Flohr is a registered investment advisor at Cetera Investment Advisers LLC, based in Monroe, NY, with 36 years of industry experience. Yehuda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
52 Bakertown Road Site 412, Monroe, NY, 10950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yehuda is an independent insurance agent with Flohr Financial Group, Inc. since 2005, selling disability, life/accident/health, long-term care, and group medical insurance, dedicating a few hours per week. Yehuda also owns rental property since 2003, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations4 states
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