Mitchell Merber
Mitchell Merber is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Uniondale, NY, with 43 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
50 Charles Lindbergh Blvd, Ste 420, Uniondale, NY, 11553
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2003Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Mitchell is an agent/broker for Allied Wealth Partners, selling fixed insurance since 2014, dedicating minimal time. He also owns Merber Planning Services, used for health insurance and fixed annuity business, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England SecuritiesBroker
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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