MG
CFP · ChFC
MG
CFP · ChFC

Michael Georgino

40 Years of Experience
Saint Marys, PA
BrokerSells Insurance

Michael Georgino is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Saint Marys, PA, with 40 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

Saint Marys, PA

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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 is the Secretary/Treasurer for Kaul Land Company, Inc. and a Finance Council Moderator for Queen of the World Roman Catholic Church, dedicating minimal time to each. He also works as a financial advisor and insurance agent through Avantax, spending more than full-time hours on financial planning and investment services, and minimal time selling insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
July 2025 - September 2025 · 2 mos
Avantax Advisory Services
February 2025 - September 2025 · 7 mos
Avantax Investment Services, INC.Broker
February 2025 - February 2025 · 0 mos
Ic Advisory Services, INC.
June 2006 - February 2025 · 18 yrs 8 mos
The Investment Center, INC.
January 2006 - June 2006 · 5 mos
The Investment Center, INC.Broker
March 1998 - February 2025 · 26 yrs 11 mos
Advantage Capital CorporationBroker
April 1985 - March 1998 · 12 yrs 11 mos
State Registrations8 states
AZCAFLNCNMPASCVA
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 Georgino - Financial Advisor | TrueAdvisor