SG
Susan W. Ghabious Khirs
CETERA INVESTMENT ADVISERS LLC
LEVITTOWN, NY 11756
Some features on this profile are disabled
CRD#: 6154477
SG
Professional summary
Susan Wadie Ghabious Khirs, who also goes by Susan W Ghabious Khirs, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Levittown, New York and CETERA WEALTH SERVICES, LLC located in Levittown, New York.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Susan has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Susan W Ghabious Khirs
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) TAX PREP CPA P.C. POSITION: Owner NATURE: Tax Preparation Services- preparing and filing tax returns for clients INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/22/2023 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Tax Preparation Services- preparing and filing tax return for clients 2) FACTS PRO POSITION: Owner NATURE: Tax Planning Services is the main activity, also providing clients with bookkeeping and/or accounting services as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/22/2023 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Providing Tax Planning Services to clients, accounting and bookkeeping, introducing financial planning and insurance to those client if needed. 3) S&S PA REAL ESTATE LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE PROPERTIES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/13/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: FUNDING CAPITAL, OWNING RE PROPERTIES, MANAGING RENTALS 4) SON OF THE 11TH HOUR POSITION: Financier or Investor NATURE: Cinema Film production INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Investor/Lender with profit sharing option 5) 265 PROSPECT AVENUE, LLC POSITION: Member NATURE: REAL ESTATE DEVELOPMENT,CONSTRUCTION, RENOVATIONS AND SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 2 Old Oak Ln, Levittown NY 11756, United States DESCRIPTION: Investor/ Passive Partner
CRS (Client Relationship Summary) - RIA
Click below to view Susan Wadie Ghabious Khirs'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: 3601 Hempstead Tpke Ste 200, Levittown, NY 11756RIA
CRD#: 105644
LEVITTOWN, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
LEVITTOWN, NY
Past
August 24, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LEVITTOWN, NY
Past
June 4, 2013 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LEVITTOWN, 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
Florida(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
RR
Ohio(9/5/2025)
Exams
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
