Dix Hills, NY Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

Dix Hills NY

Advisors at this office

2

Advisors at this office

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Russell L

Series 63

Dix Hills, NY

Cetera

Russell Lusterman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2004. In addition to his advisory role, he owns and operates two CPA firms providing accounting, tax preparation, and bookkeeping services, and he is also a notary. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Edward B

Series 63

Dix Hills, NY

Cetera

Edward Behar is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025. Prior to that, he was associated with Avantax firms for over 17 years and has operated his own accounting and tax preparation business, Behar & Company, since 2006. In addition to his advisory work, he is an independent insurance agent specializing in health and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers flexible investment management options through a multi-manager platform and provides access to a range of portfolio management services and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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