HM
HM

Hani Musleh

27 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Hani Musleh is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 27 years of industry experience. Hani 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010

Get directions

History

Regulatory History
Clean regulatory record

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

Hani is an insurance agent selling life, health, disability, and annuity products with various companies. He also owns rental properties, disposable medical equipment, and is a partner in a film distribution company, dedicating minimal time to each. Hani also works as a caregiver, spending about 10-20% of his time providing in-home services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
January 2014 - Present · 12 yrs 6 mos
Cetera Wealth Services, LLCBroker
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Gbs Financial CORP.
July 2012 - December 2013 · 1 yr 5 mos
Gbs Financial CORP.Broker
July 2012 - December 2013 · 1 yr 5 mos
Western International Securities
June 2010 - March 2012 · 1 yr 9 mos
Western International Securities, INC.Broker
March 2009 - March 2012 · 3 yrs
First Allied Securities, INC.Broker
July 2006 - March 2009 · 2 yrs 8 mos
MML Investors Services, INC.
June 2004 - July 2006 · 2 yrs 1 mo
MML Investors Services, INC.Broker
January 2004 - July 2006 · 2 yrs 6 mos
UBS Financial Services INC.
June 2000 - July 2003 · 3 yrs 1 mo
UBS Financial Services INC.Broker
April 2000 - July 2003 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
May 1998 - May 2000 · 2 yrs
Interfirst Capital CorporationBroker
December 1996 - May 1997 · 5 mos
State Registrations2 states
CAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.