Moshe F Teitelbaum
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Moshe F. Teitelbaum is an investment adviser representative with Cetera Investment Advisers LLC in Brooklyn, NY, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Avantax Advisory Services. They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Avantax Advisory ServicesFeb 2021 – Jan 2022Brooklyn, NY
- Crystal BK Holdings LLCOct 2015 – no end date reportedBrooklyn, NY
- Teitelbaum & Company LLCJun 2014 – no end date reportedBrooklyn, NY
- 12-16 East 177 Realty LLCSep 2013 – Feb 2023Brooklyn, NY
- 1117 Westchester Realty LLCSep 2013 – Feb 2023Brooklyn, NY
- Moshe F. Teitelbaum, CPAMay 2018 – Feb 2021Brooklyn, NY
- Teitelbaum & Co CPA PLLC DBA WealthFeb 2021 – no end date reportedBrooklyn, NY
- Avantax Advisory ServicesAug 2025 – Sep 2025Brooklyn, NY
- Cetera Investment Advisers LLCSep 2025 – no end date reportedSchaumburg, IL
- Tcpa1 LLCMar 2026 – no end date reportedBrooklyn, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Moshe F Teitelbaum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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