Chadi Majed
Chadi Majed is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 18 years of industry experience. Chadi 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
7025 N Scottsdale Rd # 115&110, Scottsdale, AZ, 85253
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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
Chadi sells fixed insurance products with various companies since 2009, dedicating a few hours per week. He also owns rental property, is a member of KS Pita LLC and Pitadise LLC (restaurants), and is starting a carwash business. Chadi works as a financial advisor for Wilde Wealth Management Group and Scottsdale Private Wealth Management Group LLC, dedicating full-time hours to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
State Registrations7 states
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