Michael
Stone
Cetera Investment Advisers LLC
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About this Advisor
Michael Stone is a financial advisor working out of Fort Myers, Florida with 3 years of relevant experience. Stone is currently employed by Cetera Investment Advisers LLC. Over the course of their career, Stone has held roles at Royal Alliance Associates, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services and Cetera Advisors LLC. Stone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Cetera Investment Advisers LLC is a financial advisory company that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It manages $33 billion in assets under management across its 176,986 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Cetera Investment Advisers LLC has a diverse array of services, including 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Stone Work History
Michael has been registered as a financial advisor for 3 years.*
Cetera Advisors LLC
First Allied Advisory Services
First Allied Advisory Services, Inc
First Allied Securities, Inc
Royal Alliance Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Buffalo, NY
Athens, AL
Edmond, OK
Bridgeville, PA
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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