Ahmad B. Husami
HUSAMI & ASSOCIATES
Fullerton, CA 92835
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CRD#: 2362818
Professional summary
Ahmad Bashir Husami, CFP®, CIMA®, who also goes by Ahmad Husami, Art Husami, Arthur Husami, is a registered financial advisor currently at HUSAMI & ASSOCIATES located in Fullerton, California and CETERA INVESTMENT ADVISERS LLC located in Newport Beach, California.
Ahmad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Ahmad has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Ahmad (Art) Husami is the principal & founder of Husami & Associates. He is actively involved with the service the team provides. He has over 35 years of experience in the fields of computers, business, management, taxation and finance.
Growing up in Lebanon, Mr. Husami always had great aspirations. At the age of 21, he ventured to the United States to further his education. Settling in Long Beach, California, Mr. Husami attended California State University Long Beach. He received his Bachelor of Science in Engineering and then went on to earn his Master of Science in Electrical Engineering from CSULB.
A believer in higher education, Mr. Husami has always had a thirst for knowledge. He has completed all the course requirements for the Master of Business Administration at Pepperdine University, and also completed a special program in strategic planning at the Stanford Graduate School of Business. To further the scope of his business, he expanded his education to encompass taxation with the Enrolled Agent credential, holistic financial planning with the CERTIFIED FINANCIAL PLANNER™ designation and Investment Management with the Certified Investment Management Analyst credential.
Mr. Husami is an Enrolled Agent (EA) and is licensed by the U.S. Treasury Dept., based on demonstrated technical competence in the field of taxation. He is capable of representing taxpayers at all levels of examination (audit), appeals and collections. As an EA, he is also licensed to render expert advice on tax matters and prepare tax returns.
Earning the title of Graduate Fellow from the National Tax Practice Institute (NTPI) Mr. Husami earned the highest level of tax representation expertise. The tax representation training and experience provides him with valuable foresight. Knowing what happens in audits, appeals and collections, helps avoid or minimize potential future problems early on during planning and preparation.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mr. Husami is board certified based on completing a two-year, multi-part, upper division baccalaureate level program that covered the subjects: financial planning, investments planning, tax planning, retirement planning, risk management, employee benefits planning, and estate planning. He was required to demonstrate proficiency in the above areas by passing a rigorous two-day, 10-hour comprehensive examination administered by the Board. As a CFP® practitioner, 30 hours of continued education every two years is also required.
Striving to deliver nothing but exceptional expertise to his clients, Mr. Husami has also achieved the CIMA® credential. The CIMA® is an advanced education and certification program which includes two levels of study. Level I entails the self-study of relevant research and applied thought in the investment management field. After passing the Level I examination, candidates proceed to Level II, a graduate-level week long class, held by the faculty from the Wharton School of the University of Pennsylvania, the world’s 1st collegiate business school. A final examination completes this comprehensive program and recertification is contingent upon meeting ongoing continuing educational requirements set by the Recertification Committee.
Lastly, Mr. Husami holds Series 7 & 63 registrations from the Financial Industry Regulatory Authority (FINRA) to offer a broad spectrum of investment instruments including Stocks, Bonds and Mutual Funds, through Avantax. Also, an active insurance agent (license #: 0B25259) to provide clients with life insurance, fixed and/or variable annuities, disability income insurance and long-term care insurance.
Mr. Art Husami currently resides in Long Beach with his wife, Rajia. They are proud parents of two grown children and two grandchildren. His son, Basheer, following in his father’s footsteps, joined Husami & Associates in 2010. Mr. Husami is an avid skier and an active member of the Long Beach Ski Club. He is highly tuned into all media outlets, making sure he keeps himself in the know with local, state, national, and global current events. Mr. Husami is a wine enthusiast and enjoys ballroom dancing with his wife.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Education Planning
Business Succession Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Business Taxes
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Startup
Succession Planning
Long-term Care
Personal Taxes
Are you a "fiduciary"?
Yes
Aliases
Ahmad Husami | Art Husami | Arthur Husami
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DISABILITY INSURANCE SALES POSITION: null NATURE: Guardian INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: CA , United States DESCRIPTION: Insurance sales 2) AHMAD HUSAMI TRUSTEE & BENEFICIARY OF THE SUN SHINE TRUST POSITION: TRUSTEE AND LIFE BENEFICIARY NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2006 ADDRESS: Long Beach CA 90808, United States DESCRIPTION: Duties as stated under terms of trust. 3) AHMAD HUSAMI POSITION: RIA NATURE: Investment adviser representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/2002 DESCRIPTION: Registered Investment Adviser 4) HUSAMI & ASSOCIATES POSITION: FINANCIAL PLANNER AND LIFE AGENT NATURE: BOOKKEEPING, TAX AND CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/1996 DESCRIPTION: Financial planning and life agent 5) OFFICE BUILDING IN FULLERTON POSITION: Owner through living trust NATURE: A 6000 foot stand-alone office building at 1400 Brea Fullerton CA, used to house tax and financial business DBA Husami & Associates. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 Address: DESCRIPTION: Owner as co-trustee of the living trust that ownes the building. 6) RENTAL PROPERTY POSITION: Owner NATURE: Rental Real Estate, Single Family Residence 1311 Alabama Street Huntington Beach CA 92648 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2014 Address: DESCRIPTION: Landlord. My wife manages property that is leased. collect rent, respond to tenant repair requests, makemake mortgage and property tax payments. 7) SFR AT 9021 HYDE PARK DR. HUNTINGTON BEACH CA 92646 POSITION: Owner/Landlord NATURE: Buying an SFR at 9021 Hyde Park Dr. Huntington Beach CA 92646 as rental property. It is the replacement property from the sale of an SFR that we owned at 4700 Deeboyar Lakewood CA which we sold in a 1031 Tax Deferred Exchange. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2023 ADDRESS: 1400 Brea Blvd, Fullerton CA 92835, United States DESCRIPTION: My wife will manage the rental property: Advertising for rent, collection of rent, making mortgage payments, property tax, insurance, etc. 8) LOAN TO A A LIFETIME FRIEND POSITION: Friend and financial advisor NATURE: Give a short-term loan to a lifetime friend's daughter, who is not a client, so she can purchase a home and close prior to selling her existing home. This will facilitate her purchase of a home close to her parents (my friend and his wife). This loan will allow the daughter to purchase the desired replacement home before she sells her current home. She will pay me back as soon as she sells her current home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2025 ADDRESS: 1400 Brea Blvd, Fullerton CA 92835, United States DESCRIPTION: Provide a loan that will carry interest equivalent to my current short-term treasury investments. Loan will be less than one year, and probably less than 6 months. The annual rate will be around 4.25%, and the maximum amount loaned will be $650,000. 9) AHMAD & RAJIA HUSAMI FAMILY TRUST; TRUSTEE; LIVING TRUST; IR; 2; 07/02/2013; Long Beach CA 90808; Duties as stated under terms of trust.
CRS (Client Relationship Summary) - RIA
Click below to view Ahmad Bashir Husami's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
March 26, 1998 - Present
HUSAMI & ASSOCIATES
Office #1: 1400 Brea Blvd., Fullerton, CA 92835RIA
CRD#: 134240
Fullerton, CA
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 23 Corporate Plaza Dr. Suite 150, Newport Beach, CA 92660Office #2: 1400 Brea Blvd, Fullerton, CA 92835RIA
CRD#: 105644
NEWPORT BEACH, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1400 Brea Blvd, Fullerton, CA 92835BD
CRD#: 13572
Fullerton, CA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Fullerton, CA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Fullerton, CA
Past
December 4, 1996 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Fullerton, CA
Past
November 19, 1996 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
Fullerton, CA
Past
August 13, 1993 - November 22, 1996
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
IAR
California(3/26/1998)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Illinois(9/5/2025)
RR
Iowa(9/5/2025)
RR
Massachusetts(9/19/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Utah(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
