ZM
ZM

Zeina Maalouf

5 Years of Experience
Arcadia, CA

Zeina Maalouf is a registered investment advisor at Cetera Investment Advisers LLC, based in Arcadia, CA, with 5 years of industry experience. Zeina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

610 N Santa Anita Ave, Arcadia, CA, 91006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Zeina is a co-owner of a rental property LLC since 2020. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 7 mos
Previous Registrations
Avantax Advisory Services
September 2020 - September 2025 · 5 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Zeina Maalouf - Financial Advisor | TrueAdvisor