Michael
Bergin
Cetera Advisors LLC
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About this Advisor
Michael Bergin is a financial advisor who works out of Eatontown, New Jersey with 1 year of relevant experience. Bergin is currently employed by Cetera Advisors LLC. Their career trajectory has included roles at Jp Turner And Co, National Securities Corp, National Asset Mangement, Havana Dublin Capital, LLC (Hdc) and Cetera Advisors. Bergin has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in New Jersey. Cetera Advisors LLC is a registered investment company operating out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 advisors. It oversees $21 billion in total assets among its 90,646 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Cetera Advisors LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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 Bergin Work History
Michael has been registered as a financial advisor for 1 years.*
Havana Dublin Capital, LLC (Hdc)
Cetera Advisors
National Asset Mangement
National Securities Corp
Jp Turner And Co
*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 Bergin 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 Advisors LLC
Westborough, MA
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Orlando, FL
Lake Oswego, OR
Franklin, WI
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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