Michael
Fredi

Cetera Investment Advisers LLC

CRD#2477928
Investment Advisor
in Southaven, MS

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About this Advisor

Michael Fredi is a financial advisor who works in Southaven, Mississippi. Fredi currently works for Cetera Investment Advisers LLC. During their career, the advisor has held roles at Regions Bank, First Tennessee Brokerage, Inc, Ftb Advisors, Inc, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Fredi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Mississippi and Texas. Cetera Investment Advisers LLC is a registered investment company operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It oversees $33 billion in total assets among its 176,986 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 431 charities and foundations. Of its 176,986 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides a number of services, such as 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. Financial management fee schedules are based on which service is offered. However, fees charged by Cetera Investment Advisers LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Office Location

8819 Northwest Drive
Southaven, MS 38671

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

MS Average: 44
Total Number of Accounts

176,986

MS Average: 2,564
Average Account Size

$188,469

MS Average: $2,603,165

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 Fredi Work History

Michael has been registered as a financial advisor for 0 years.*

2015 - Present (9 years)

Regions Bank

2015 - Present (9 years)

Cetera Investment Advisers LLC

2015 - Present (9 years)

Cetera Investment Services LLC

2013 - 2014 (1 year)

Ftb Advisors, Inc

2012 - 2014 (2 years)

First Tennessee Brokerage, Inc

*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 Fredi 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

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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