FK
Fadi W. Khoury
CETERA INVESTMENT ADVISERS LLC
SOMERVILLE, MA 02143
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CRD#: 5995231
FK
Professional summary
Fadi W Khoury, who also goes by Fadi W Alkhoury, Fadi Khoury, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Somerville, Massachusetts and CETERA WEALTH SERVICES, LLC located in Scarborough, Maine.
Fadi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Fadi has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fadi W Alkhoury | Fadi Khoury
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) PROPERTY CARE, LLC; POS: MEMBER NATURE: REAL ESTATE MANAGEMENT/PROPERTY MANAGEMENT.RESIDENTIAL REAL ESTATE. IR; HRS: 2 SEC TRDNG HRS: 0 START DATE: 07/18/2018; ADDR: PO BOX 1001, WINDHAM NH 03087, PROPERTY MANAGEMENT/ HIRE SUBCONTRACTORS TO MAINTAIN REAL ESTATE.- COLLECT RENT- SCREEN CANDIDATES FOR TENENACY.- SHOW PROPERTY.- PROPERTY MAINTENANCE, EXPENSES, MORTGAGE, TAXES, INSURANCE ETC... 2) KHOURY WEALTH MANAGEMENT GROUP, LLC; POS: MEMBER NATURE: ENTITY FOR WEALTH MANAGEMENT SERVICES.INVESTMENT SERVICES IS UNDER MAINSAIL ADVISOR GROUP, LLC; IR; HRS: 160 SEC TRDNG HRS: 130 START DATE: 09/12/2022; 44 Indian Rock Rd, WINDHAM NH 03087, HOLDING COMPANY FOR MAINSAIL ADVISOR GROUP.RETIREMENT PLANNINGWEALTH MANAGEMENTRISK MANAGEMENTPLANNING 3) KHOURY REAL ESTATE, LLC; POS: MEMBER NATURE: REAL ESTATE RENTAL.RESIDENTIAL REAL ESTATE.; IR; HRS: 1 SEC TRDNG HRS: 1 START DATE: 09/29/2016; PO BOX 1001, WINDHAM NH 03087, REAL ESTATE RENT.- COLLECT RENT- SCREEN CANDIDATES FOR TENANCY. 4) THE MARITA AND MARIEBELLE LIVING TRUST POS: TRUSTEE NATURE: MY RESPONSIBILITY IS TO BE THE TRUSTEE ON FUNDS BEING GIFTED TO MY MINOR NIECES UNTIL THEY ARE AT A GIVEN AGE; IR; HRS: 1 SEC TRDNG HRS: 0 START DATE: 05/23/2022 ADDR: 667 SOMERVILLE AVE, SOMERVILLE MA 02143 DESC: MY RESPONSIBILITY IS TO BE THE TRUSTEE ON FUNDS BEING GIFTED TO MY MINOR NIECES UNTIL 5) THE KHOURY FAMILY REVOCABLE TRUST POS: TRUSTEE NATURE: TRUSTEE OF A PERSONAL FAMILY TRUST; NIR; HRS: 0 SEC TRDNG HRS: 0 START DATE: 09/02/2022 ADDR: 15 TURTLE ROCK RD, WINDHAM NH 03087 DESC: MANAGE THE HARD AND LIQUID ASSETS OF THE TRUST TO THE BEST INTEREST OF THE BENEFICIARIES. 6) THE KHOURY FAMILY IRREVOCABLE TRUST POS: TRUSTEE NATURE: TRUSTEE OF A PERSONAL FAMILY TRUST; NIR; HRS: 0 SEC TRDNG HRS: 0 START DATE: 10/20/2022 ADDR: 15 TURTLE ROCK RD, WINDHAM NH 03087 DESC: MANAGE THE ASSETS OF THE TRUST FOR THE BEST INTEREST OF THE BENEFICIARIES OF THE TRUST.THE TRUST INCLUDES HARD AND LIQUID ASSETS. 7) MAINSAIL ADVISOR GROUP LLC POS: OWNER/ FINANCIAL ADVISOR/ MANAGING PARTNER NATURE: OWNER, MANAGING PARTNER AND FINANCIAL ADVISOR. MAINSAIL ADVISOR GROUP IS THE BRAND NAME FOR MY FINANCIAL ADVISOR PRACTICE. IR; HRS: 160 SEC TRDING HRS: 130 START DATE: 10/01/2022 ADDR: 667 Somerville Avenue, Sommerville MA 02143 DESC: FINANCIAL PLANNING. 8) MAINSAIL FINANCIAL SERVICES POS: OWNER NATURE: I PLAN TO MOVE MY INVESTMENT SERVICES BRANDNAME FROM MAINSAIL ADVISOR GROUP TO MAINSAIL FINANCIAL SERVICES. THAT IS, I WILL BE PROVIDING FINANCIAL SERVICES INCLUDING INVESTMENT ADVISE UNDER THE BRAND NAME "MAINSAIL FINANCIAL SERVICES LLC" IR; HRS: 130 SEC TRDNG HRS: 130 START DATE: 10/18/2023 ADDRESS: 667 Somerville Avenue, Sommerville MA 02143 DESC: FINANCIAL PLANNING. INVESTMENT. 9) REAL ESTATE RENTAL POS: OWNER NATURE: RENTAL PROPERTIES; IR; HRS: 3 SEC TRDNG HRS: 0 START DATE: 01/01/2012 ADDR: PO BOX 1001, WINDHAM NH 03087, United States; DESC: OWNER OF ABOVE PROPERTIES:- COLLECT RENT- SCREEN CANDIDATES FOR TENENACY.- SHOW PROPERTY.- PROPERTY MAINTENANCE/ HIRE CONTRACTORS, HANDYMAN ETC..- PAY RELATED EXPENSES, MORTGAGE, TAXES, INSURANCE ETC... 11) STAR SAIL POS: OWNER NATURE: BOOKKEEPING. ACCOUNTING. PAYROLL. TAXES. BUSINESS CONSULTANCY. NIR; HRS: 10 SEC TRDNG HRS: 10 START DATE: 07/20/2025 ADDR: 6 Lancaster County RD, Harvard MA 01451, United States DESC: OWNER AND MANAGER OF THE BUSINESS. MAIN RESPONSIBILITIES ARE BUSINESS DEVELOPEMENT AND CLIENT ACQUISITION.
CRS (Client Relationship Summary) - RIA
Click below to view Fadi W Khoury'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: 667 Somerville Avenue, Somerville, MA 02143Office #2: 7 Oak Hill Terrace Suite 104, Scarborough, ME 04070Office #3: 3 Market Square Unit I, Portsmouth, NH 03801Office #4: 2 Granite Ave Suite 450, Milton, MA 01451RIA
CRD#: 105644
SOMERVILLE, MA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7 Oak Hill Terrace Suite 104, Scarborough, ME 04070Office #2: 3 Market Square Unit I, Portsmouth, NH 03801Office #3: 2 Granite Ave Suite 450, Milton, MA 01451Office #4: 667 Somerville Ave, Somerville, MA 02143Office #5: 6 Lancaster County Rd, Unit B-1, Harvard, MA 01451BD
CRD#: 13572
Scarborough, ME
Past
October 18, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Somerville, MA
Past
October 4, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Portsmouth, NH
Past
January 2, 2020 - October 4, 2022
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
SOMERVILLE, MA
Past
February 20, 2015 - December 31, 2019
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
SOMERVILLE, MA
Past
February 20, 2015 - October 4, 2022
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
SOMERVILLE, MA
Past
February 24, 2014 - February 13, 2015
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
WOBURN, MA
Past
June 29, 2012 - February 7, 2014
RICHARD BROTHERS SECURITIES
BD
CRD#: 105285
SOUTH PORTLAND, ME
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
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Indiana(9/18/2025)
RR
Louisiana(9/5/2025)
RR
Maine(9/5/2025)
IAR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
IAR
Massachusetts(9/5/2025)
RR
Michigan(9/18/2025)
RR
New Hampshire(9/5/2025)
IAR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/18/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
Exams
State Security Law Exam
State Security Law 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#: 105644Somerville, MA 02143TRUST BUT VERIFY
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