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Michael Borato

41 Years of Experience
Avon, OH
BrokerSells Insurance

Michael Borato is a registered investment advisor at Cetera Investment Advisers LLC, based in Avon, OH, with 41 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

35651 Detroit Road, Avon, OH, 44011

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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 2021. He also works as a financial professional for Wealth Health, LLC, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
January 2004 - Present · 22 yrs 4 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
September 2004 - March 2024 · 19 yrs 6 mos
Dawson Wealth Management
January 2000 - March 2010 · 10 yrs 2 mos
Vestax Securities CorporationBroker
April 1991 - January 2004 · 12 yrs 9 mos
Dean Witter Reynolds INC.Broker
January 1984 - January 1991 · 7 yrs
State Registrations8 states
CAFLINMDNCOHPASC
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.