Michael Grossman
Michael Grossman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette Hill, PA, 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
600 Germantown Pike, 1st Floor Rear, Lafayette Hill, PA, 19444
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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 is the president/board member of Colonial Business Association, dedicating minimal time to running meetings and planning. He also owns MTN Financial Advisors, providing tax preparation, fixed insurance, securities and investment advisory services, and financial planning, which takes about a quarter of his time. Additionally, Michael works as an independent insurance agent selling fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Intersecurities, INC.
Voya Financial Advisors, INC.Broker
Intersecurities, INC.Broker
Pw Securities, INC.Broker
Peb Financial Group, INC.Broker
Ilg Securities CorporationBroker
Pw Securities, INC.Broker
Waddell & Reed, INC.Broker
North American Investment CORP.Broker
State Registrations2 states
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