MD
Majdah A. Dphrepaulezz
CETERA INVESTMENT ADVISERS LLC
ALBUQUERQUE, NM 87109
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CRD#: 2689925
MD
Professional summary
Majdah Alquhtani Dphrepaulezz, who also goes by Majdah Mary Al-quhtani, Majdah Mary Alquhtani, Majdah M Dphrepaulezz, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Albuquerque, New Mexico and CETERA WEALTH SERVICES, LLC located in Doylestown, Pennsylvania.
Majdah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Majdah has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Majdah Mary Al-Quhtani | Majdah Mary Alquhtani | Majdah M Dphrepaulezz
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: ALTUS WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: COLUMBIA, SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES & FINANCIAL COACHING FOR WIDOWS & DIVORCEES START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR & COUNSELOR BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISING & COUNSELING 3) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: 419 12TH ST NW, ALBUQUERQUE NM 87102 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 01/2011 ; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL HOME ; 4) NAME OF OTHER BUSINESS: 920 LOMAS NW LLC; INVESTMENT RELATED: NO; ADDRESS: 920 LOMAS BLVD NW ALBUQUERQUE, MN 87102; NATURE OF BUSINESS: REAL ESTATE; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING TO HOURSE FUTURE OFFICE SPACE;
CRS (Client Relationship Summary) - RIA
Click below to view Majdah Alquhtani Dphrepaulezz'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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109Office #2: 54 E Oakland Ave, Doylestown, PA 18901RIA
CRD#: 105644
ALBUQUERQUE, NM
Current
November 13, 2001 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 54 E Oakland Ave, Doylestown, PA 18901Office #2: 2201 San Pedro Dr Ne Bldg 25, Albuquerque, NM 87110Office #3: 7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109BD
CRD#: 13572
Doylestown, PA
Past
November 26, 2007 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ALBUQUERQUE, NM
Past
October 12, 1999 - November 4, 1999
COLUMBIA FINANCIAL CENTER INCORPORATED
BD
CRD#: 23562
PORTLAND, OR
Past
February 1, 1996 - December 4, 1997
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
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
Alabama(3/24/2023)
RR
Arizona(8/26/2019)
RR
Arkansas(7/21/2008)
RR
California(7/17/2008)
RR
Colorado(1/13/2011)
RR
District of Columbia(8/16/2021)
RR
Florida(3/21/2019)
RR
Louisiana(3/20/2025)
RR
Maryland(1/5/2024)
RR
Massachusetts(1/6/2015)
RR
Michigan(2/17/2021)
RR
Minnesota(8/5/2022)
RR
Mississippi(10/22/2021)
RR
Missouri(1/7/2025)
RR
Nevada(11/22/2021)
RR
New Mexico(11/13/2001)
IAR
New Mexico(6/29/2023)
RR
Oregon(1/16/2014)
RR
Pennsylvania(5/29/2019)
IAR
Pennsylvania(6/29/2023)
RR
South Carolina(2/14/2023)
RR
Texas(4/7/2010)
IAR
Texas(6/29/2023)
RR
Utah(9/20/2019)
RR
Virginia(2/13/2017)
RR
Washington(8/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Albuquerque, NM 87109TRUST BUT VERIFY
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