Hoss Esmaeili
Hoss Esmaeili is a registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 17 years of industry experience. Hoss 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
Raleigh, NC
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Regulatory History (1)
Customer Dispute
June 2025Other Business ActivitiesSells Insurance
Hoss is the President of Clever Financial Services Inc, LLC and CEO of Clever Financial LLC, offering various financial planning services; these activities take nearly full-time. Hoss also works as an insurance agent for Avantax Insurance Agency/Services and sells fixed indexed annuities, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
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.