Michael Sosa
Michael Sosa is a registered investment advisor at Cetera Investment Advisers LLC, based in Jackson, NJ, with 34 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
19 N Countyline Rd Ste 4, Jackson, NJ, 08527
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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 fixed insurance products, including life, health, disability, annuities, long-term care, and final expenses, dedicating a few hours per week. He also owns Premier Financial Investment Group, LLC, a financial services business, and is involved with the Felician Sisters School, IEEE Jersey Coast Section, and St. Aloysius Church.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Quest Capital Strategies, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations15 states
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