AI
Ayman I. Ibrahim
CETERA INVESTMENT ADVISERS LLC
MELVILLE, NY 11747
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CRD#: 3253892
AI
Professional summary
Ayman Ibrahim Ibrahim, who also goes by Ayman Ibrahim, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Melville, New York and CETERA WEALTH SERVICES, LLC located in Melville, New York.
Ayman is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ayman has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ayman Ibrahim
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) Ayman Ibrahim, CPA 35 Newcastle Ave Plainview NY 11803 Tax Preparation/Accounting Owner/Sole Proprietor 1/1/2000 25hrs~0hrs Prepare individual and corporate tax returns 2) Creative Payment Solutions, LLC 35 Newcastle Ave Plainview NY 11803 Other~Owner~7/2/2018~3hrs~1hrs~Obtain new clients that accepting electronic payments form their customers. Provide merchant services 3) Fortis Lux Financial 277 Park Ave New York NY 10172 Insurance Agent 2/11/201 8hrs~6hrs Providing life, LTD and LTC products to clients. 4) BLUEAPPLE, INC. POSITION: Vice President NATURE: Blueapple, Inc. is a holding company formed as a New York State Corporation. The company owns interests in merchant services and real estate business entities. Additional information (12/14/2020):Blueapple, Inc. is a holding company that is mainly owned by family trusts. The company is inactive in getting new investments in new companies. However, it owns a minority interest in merchant services company since 2011. In addition, it owns a majority interest in one commercial building in NY since 2006. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/07/2020 ADDRESS: 515 Broadhollow Road, Melville NY 11747, DESCRIPTION: My main duty is overview the financial and tax reporting/planning of the company. Additional information (12/14/2020):Please note that I am not going to spend material time overviewing the financial and tax aspects for Blueapple. My top 5 job responsibilities: Review monthly financial statements. Review yearly financial statements. Year-end tax planning. Communicate with outside tax advisors Provide advises in various tax issues. 5) YELLOWAPPLE LLC POSITION: Manager NATURE: The LLC is formed as a holding company for Sidhom family to hold and provide administration services for various investments including real estate. The investments is related to the members of the LLC including 9 irrevocable trusts and 2 individual: Ray and Cindy Sidhom. I am not a trustee in any of the client trusts in Yellowapple or any other entities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 09/16/2023 ADDRESS: 515 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: My main duty is overview the financial and tax reporting/planning of the company. Please note that I am not going to spend material time overviewing the financial and tax aspects forYellowapple LLC. My top 5 job responsibilities: Review monthly financial statements. Review yearly financial statements. Year-end tax planning. Communicate with outside tax advisors
CRS (Client Relationship Summary) - RIA
Click below to view Ayman Ibrahim Ibrahim'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 515 Broadhollow Road, Melville, NY 11747RIA
CRD#: 105644
MELVILLE, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 515 Broadhollow Road, Melville, NY 11747BD
CRD#: 13572
Melville, NY
Past
August 21, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MELVILLE, NY
Past
October 12, 1999 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Melville, NY
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
California(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
Exams
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.
