AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SB

Saloma Bechara

CETERA INVESTMENT ADVISERS
BETHESDA, MD 20814
CRD#: 5167643
Some features on this profile are disabled
SB
Saloma BecharaCETERA INVESTMENT ADVISERS

Professional summary

Saloma Bechara, who also goes by Saloma A Bechara, Saloma Abdelkarim Bechara, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bethesda, Maryland and CETERA INVESTMENT SERVICES LLC located in Bethesda, Maryland.

Saloma is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Saloma has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Saloma A Bechara | Saloma Abdelkarim Bechara

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saloma Bechara's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 11, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 7475 Wisconsin Ave, Bethesda, MD 20814
RIA
CRD#: 105644
BETHESDA, MD
Current

October 11, 2023 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 7475 Wisconsin Ave Suite 700, Bethesda, MD 20814
BD
CRD#: 15340
BETHESDA, MD
Past

July 17, 2020 - March 24, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHANTILLY, VA
Past

July 17, 2020 - March 24, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHANTILLY, VA
Past

November 26, 2018 - June 30, 2020

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
McLean, VA
Past

November 26, 2018 - June 30, 2020

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
McLean, VA
Past

November 29, 2016 - November 9, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON, DC
Past

September 29, 2016 - November 9, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WASHINGTON, DC
Past

January 22, 2013 - June 13, 2016

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
ALEXANDRIA, VA
Past

November 8, 2012 - June 13, 2016

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ALEXANDRIA, VA
Past

April 4, 2008 - August 4, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
OAKTON, VA
Past

December 8, 2006 - August 4, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
OAKTON, VA

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
District of Columbia
(1/2/2024)
RR
Maryland
(10/11/2023)
IAR
Maryland
(10/11/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/2006
Investment Company Products/Variable Contracts Representative Examination
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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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#: 105644Bethesda, MD 20814

TRUST BUT VERIFY

Monitor Saloma Bechara

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
PR
NEW YORK, NY
Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Michael Scott Aves
Michael AvesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
GAITHERSBURG, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.