Michael Poole
Michael Poole is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochelle Park, NJ, with 42 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
Firm Size
IM Fee
Assets Under Management
Location
201 W Passaic Street, Suite 301, Rochelle Park, NJ, 07662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells group health plans through Associated Financial Services, Inc. He also sells and receives renewals for life insurance and long-term care insurance. Michael is also a recruiter for M&M Associates LLC, taking nearly full-time hours, and operates BGS Capital Management LLC, dedicating a significant amount of time each week. Finally, Michael owns residential rental property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
New England SecuritiesBroker
State Registrations5 states
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