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Albert Davidoo
CETERA INVESTMENT ADVISERS LLC
WOODLAND HILLS, CA 91367
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CRD#: 4200859
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Professional summary
Albert Davidoo, who also goes by Daniel Davidoo, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Woodland Hills, California and CETERA WEALTH SERVICES, LLC located in Woodland Hills, California.
Albert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Albert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Davidoo
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) 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.
CRS (Client Relationship Summary) - RIA
Click below to view Albert Davidoo'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: 21800 Oxnard Street Suite 200, Woodland Hills, CA 91367RIA
CRD#: 105644
WOODLAND HILLS, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 21800 Oxnard Street Suite 200, Woodland Hills, CA 91367BD
CRD#: 13572
Woodland Hills, CA
Past
February 13, 2002 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Woodland Hills, CA
Past
March 1, 2001 - October 19, 2001
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
July 25, 2000 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Woodland Hills, 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
California(9/5/2025)
IAR
California(9/5/2025)
RR
Florida(9/5/2025)
RR
Kansas(9/5/2025)
RR
Nevada(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
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
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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.
