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Michael Quinn

43 Years of Experience
N Ferrisburgh, VT
BrokerSells Insurance

Michael Quinn is a registered investment advisor at Cetera Investment Advisers LLC, based in N Ferrisburgh, VT, with 43 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

N Ferrisburgh, VT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael sells fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies since 2017. He also owns an insurance and benefits business since 1995, working as a fixed insurance and health insurance broker and employee benefits consultant, dedicating about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2017 - June 2023 · 6 yrs 4 mos
Msi Financial Services, INC.
July 2016 - December 2016 · 5 mos
Msi Financial Services, INC.Broker
January 2015 - December 2016 · 1 yr 11 mos
New England SecuritiesBroker
February 1995 - January 2015 · 19 yrs 11 mos
John Hancock Distributors, INC.Broker
October 1982 - February 1995 · 12 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1982 - February 1995 · 12 yrs 4 mos
State Registrations7 states
FLMEMTNHNYVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Quinn - Financial Advisor | TrueAdvisor