MP
CFP
MP
CFP

Michelle Peterson

32 Years of Experience
Hadley, NY
Broker

Michelle Peterson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hadley, NY, with 32 years of industry experience. Michelle 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

Hadley, NY

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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 Activities

Michelle is an associate at Professional Planning Group, a financial services DBA, since 2016. She spends nearly full-time selling and servicing securities and investment products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2021 - June 2023 · 1 yr 10 mos
Voya Financial Advisors, INC.Broker
November 2016 - June 2021 · 4 yrs 7 mos
LPL Financial LLCBroker
June 2003 - November 2016 · 13 yrs 5 mos
Citistreet Equities LLCBroker
December 1994 - May 2003 · 8 yrs 5 mos
First Investors CorporationBroker
September 1986 - October 1987 · 1 yr 1 mo
State Registrations8 states
CODEFLMANCNJNYVA
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.
Michelle Peterson - Financial Advisor | TrueAdvisor