Adel Youssef
Adel Youssef is a registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 22 years of industry experience. Adel 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
5748 Park Center Court, Toledo, OH, 43615
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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
Adel is a broker for fixed insurance through Fidelity Financial Group and Youssef Financial Services, and an insurance agent selling life, disability, fixed annuities, and long-term care. Adel also owns EY Enterprise, LLC, a medical and laboratory products business, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations1 state
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