Michael
Smoker

Cetera Investment Advisers LLC

CRD#4253480
Investment Advisor
in Leola, PA

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About this Advisor

Michael Smoker is a financial advisor based in Leola, Pennsylvania, working with Cetera Investment Advisers LLC. Michael has previously held positions at Cetera Investment Advisers LLC, Smoker, Gard Associates Llp, Smoker & Co, Cetera Financial Specialists LLC, Smoker Payroll Services, Smoker Realty LLC, Nhp Associates, and Perkiomen One, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Cetera Investment Advisers LLC, which operates out of Leola, Pennsylvania. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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

49 E Main Street
Leola, PA 17540

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

PA Average: 44
Total Number of Accounts

423,554

PA Average: 2,564
Average Account Size

$246,648

PA 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 Smoker Work History

2019 - Present (5 years)

Smoker Realty LLC

2016 - Present (8 years)

Smoker Payroll Services

2007 - Present (17 years)

Perkiomen One, LLC

2004 - Present (20 years)

Cetera Investment Advisers LLC

2000 - Present (24 years)

Cetera Financial Specialists LLC

1986 - Present (38 years)

Smoker, Gard Associates Llp

1984 - Present (40 years)

Nhp Associates

1983 - Present (41 years)

Smoker & Co

Disclosures

Please visit the SEC profile of Michael Smoker 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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