Fadi Khoury
Fadi Khoury is a registered investment advisor at Cetera Investment Advisers LLC, based in Somerville, MA, with 13 years of industry experience. Fadi 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
667 Somerville Avenue, Somerville, MA, 02143
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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
Fadi is involved in several business activities, including real estate management, insurance sales through Avantax, and wealth management through Khoury Wealth Management Group. He dedicates a full-time commitment to Mainsail Advisor Group as owner, financial advisor, and managing partner, and about a third of his time to insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
National Planning CorporationBroker
Richard Brothers Financial AdvisorsBroker
State Registrations23 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.