Michael
Shieh

Cetera Investment Advisers LLC

CRD#6418270
Investment Advisor
in Torrance, CA

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About this Advisor

Michael Shieh is a financial advisor based in Torrance, California. Currently a registered financial advisor at Cetera Investment Advisers LLC, Shieh has 10 years of practice as a registered advisor. Shieh holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Shieh is able to serve customers based out of California. Their career trajectory has included roles at Axa Advisors, LLC, Gtbg Consulting, Sagepoint Financial, Inc, Cathay Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Premier Outlets Investment and Eging Photovoltaic. Cetera Investment Advisers LLC is headquartered in Torrance, California, and has 1,614 other offices across the nation. As an advisor firm, Cetera Investment Advisers LLC manages $16 billion in assets across 78,591 client accounts and retains more than 2,358 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 70,273 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 19% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cetera Investment Advisers LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

23211 Hawtorne Blvd #108
Torrance, CA 90505

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

CA Average: $6,674,516,078
Total Number of Employees

2,358

CA Average: 44
Total Number of Accounts

78,591

CA Average: 2,564
Average Account Size

$201,910

CA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Shieh Work History

Michael has 10 years of experience.

2018 - Present (3 years)

Cathay Bank

2018 - Present (3 years)

Cetera Investment Services LLC

2018 - Present (3 years)

Cetera Investment Advisers LLC

2018 - 2018 (< 1 year)

Sagepoint Financial, Inc

2015 - 2018 (3 years)

Gtbg Consulting

2014 - 2015 (1 year)

Axa Advisors, LLC

2012 - 2014 (2 years)

Eging Photovoltaic

2010 - 2012 (2 years)

Premier Outlets Investment

Disclosures

Michael Shieh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Mihai Petrascu
Visalia, CA
Jason Chiu
Rowland Heights, CA
Erik Johnson
Orlando, FL
Marcelo Ubal
Miami, FL
Schanice Staples
Renton, WA
Christopher Van Tassell
Saint Cloud, MN
Haoping Yu
New York, NY
Andrew Kieffer
Winona, MN

This content was compiled from the SEC and FINRA.

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