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Albert Davidoo

CRD# 4200859·Registered 2000 - 2026
Previously Registered: Being a previously registered professional could mean that Albert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Albert Davidoo, who also goes by Daniel Davidoo, was a registered financial advisor. Albert was a previously registered financial professional and started their career in finance 2000 - 2026. Albert had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Davidoo

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years registered in the securities industry

Current & Past Employments

Past

CETERA INVESTMENT ADVISERS LLCPast·CRD# 105644
RIA
Woodland Hills, CA
September 5, 2025 - November 4, 2026
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
BD
Woodland Hills, CA
September 5, 2025 - November 4, 2026
AVANTAX ADVISORY SERVICESPast·CRD# 104556
RIA
Woodland Hills, CA
February 13, 2002 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686
BD
Woodland Hills, CA
July 25, 2000 - September 5, 2025
WMA SECURITIES, INC.Past·CRD# 32625
BD
Duluth, GA
March 1, 2001 - October 19, 2001

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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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Fiduciary Appointment-Trustee~'NIR'~16055 Ventura Blvd, Ste 1225~Encino~CA~91436~7/1/1984~2hrs~1hrs~Deposits, payments, and monthly distribution checks to the beneficiary. Filing federal and state income tax returns 2) Encino Investments, LLC~'NIR'~6560 N. THORNYDALE RD~TUCSON~AZ~85741~Rental Property Owner/Management, Owner/Sole Proprietor~4/5/2005~2hrs~0hrs~I own 100% this rental commercial property located in Tucson Arizona. I collect rent and pay the expenses 3) ALTONY INVESTMENTS, LLC POSITION: Partner/General Partner NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008; 16055 Ventura Blvd., #1225, Encino CA 91436, My office collect rent check and pay the expenses. We provide bookkeeping, tax services. 4) ASSYRIAN MEDICAL SOCIETY OR HELP TO HEAL POSITION: Chairman/Co-Founder NATURE: Charitable Organization under IRS Code Section 501(C)
(3). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008; 16055 Ventura Blvd. #1225, Encino CA 91436, As the chairman/co-founder of this 501(c)
(3) charitable organization, I help people receive medical care that is not available to them due to war, famine, poverty and distance by coordinating the volunteer activities involved. 5) ROMAN PROPERTIES, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2017 16055 Ventura Blvd, #1225, Encino CA 91436, Rental building. 6) ALBERT DAVIDOO AND COMPANY , A CERTIFIED PUBLIC AC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2017 16055 Ventura Blvd., Encino CA 91436, CPA-Consulting/Accounting/Tax Preparation/Auditing/Bookkeeping 7) S. TRUST DATED JUNE 12, 2018 POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 12/13/2024 ADDRESS: 21800 Oxnard Street, Suite 200, Woodland Hills CA 91367, United States DESCRIPTION: Deposits, payments, and monthly distribution checks to the beneficiaries. Preparation of financial statement and Trust accounting. Filing federal and state income tax returns. 8) NAME OF OTHER BUSINESS: 24735 AVENUE ROCKEFELLER; INVESTMENT RELATED: NO; ADDRESS: 24735 AVENUE ROCKEFELLER SANTA CLARITA, CA 91355; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY AND CFO; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD OF DIRECTORS MEETING ONCE A MONTH;

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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 - SEC (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2000About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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