Thomas
Miksis

Cetera Advisors LLC

CRD#2655155
Investment Advisor
in Philadelphia, PA

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About this Advisor

Thomas Miksis is a financial advisor based out of Philadelphia, Pennsylvania with 2 years of industry experience. Miksis is an advisor for Cetera Advisors LLC. During their career, the advisor has held roles at Avantax Investment Services, Inc, Avantax Advisory Services, Prism Financial Group, Thomas G Miksis, Cpa, Dba Miksis Financial Group and Cetera Advisors. Miksis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Cetera Advisors LLC is a business that has its headquarters in Englewood, CO. It has offices in 692 locations and a total of 1,047 advisors. It handles $21 billion in assets between its 90,646 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 294 charities and foundations. Of its 90,646 client accounts, 26% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cetera Advisors LLC offers a number 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. A financial advisor's fee schedules vary depending on which service is offered. Fee types charged by Cetera Advisors LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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, Commissions

Office Location

Philadelphia, PA

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

PA Average: $2,349,664,866
Total Number of Employees

1,047

PA Average: 28
Total Number of Accounts

90,646

PA Average: 1,101
Average Account Size

$234,185

PA Average: $2,134,119

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

Thomas Miksis Work History

Thomas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Prism Financial Group

2021 - Present (3 years)

Cetera Advisors

1978 - Present (46 years)

Thomas G Miksis, Cpa, Dba Miksis Financial Group

1999 - 2021 (22 years)

Avantax Investment Services, Inc

1999 - 2021 (22 years)

Avantax Advisory Services

*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 Thomas Miksis 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

Michael Rousseau
Westborough, MA
Katie-Lee Kallin
Westborough, MA
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
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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