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Anthony Khoury

Cetera Investment Advisers LLC
28 Years of Experience
Poland, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Khoury is a registered investment advisor at Cetera Investment Advisers LLC, based in Poland, OH, with 28 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Poland, OH

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History

Regulatory History (1)
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Customer Dispute
July 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is a managing partner and agent at Sentinel Financial Solutions, also involved with insurance. This activity takes up nearly all of his time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
June 2025 - Present · 1 yr 4 mos
Cetera Investment Advisers LLC
June 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Esi Financial Advisors
August 2022 - June 2025 · 2 yrs 10 mos
Equity Services, INC.Broker
August 2022 - June 2025 · 2 yrs 10 mos
Prudential Financial Planning Services
October 2014 - August 2022 · 7 yrs 10 mos
Pruco Securities, LLC.Broker
September 2014 - August 2022 · 7 yrs 11 mos
MML Investors Services, LLC
September 2012 - September 2014 · 2 yrs
MML Investors Services, LLCBroker
August 2012 - September 2014 · 2 yrs 1 mo
Saxony Securities, INC.Broker
August 2010 - August 2012 · 2 yrs
Nationwide Securities, LLCBroker
August 2008 - August 2010 · 2 yrs
Nationwide Securities, LLC
August 2008 - December 2009 · 1 yr 4 mos
1717 Capital Management Company
January 2007 - August 2008 · 1 yr 7 mos
1717 Capital Management CompanyBroker
December 2006 - August 2008 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - October 2006 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2004 - October 2006 · 1 yr 10 mos
AXA Advisors, LLC
February 2004 - May 2004 · 3 mos
AXA Advisors, LLCBroker
January 2003 - May 2004 · 1 yr 4 mos
Edward JonesBroker
May 2000 - January 2003 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
September 1997 - June 2000 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
September 1997 - June 2000 · 2 yrs 9 mos
State Registrations6 states
CTNCNYOHPAWV
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.
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