Susan Khirs is a registered investment advisor, based in Levittown, NY, with 12 years of industry experience.
Location
Levittown, NY
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Regulatory History
Clean regulatory record
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
Susan is a tax accountant, owner of Tax Prep CPA P.C. and Facts Pro, and a member of S&S PA Real Estate LLC. Facts Pro provides tax planning, bookkeeping, and accounting services, and may introduce financial planning and insurance to clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
June 2013 - September 2025 · 12 yrs 3 mos
State Registrations3 states
FLNYOH
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.