MP
CFP
MP
CFP

Michael Parente

36 Years of Experience
Milford, MA
BrokerSells Insurance

Michael Parente is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Milford, MA, with 36 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

20 North St, 2nd Floor, Milford, MA, 01757

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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 a co-owner of Parente, Bufalo & Co, Inc., an accounting and tax preparation firm, since 1995, dedicating nearly full-time hours. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 2009, dedicating minimal time, and is a trustee and co-executor for family trusts and estates.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2009 - March 2024 · 14 yrs 6 mos
Cantella & CO., INC.
May 2003 - September 2009 · 6 yrs 4 mos
Cantella & CO., INC.Broker
July 1995 - September 2009 · 14 yrs 2 mos
H.D. Vest Investment Securities, INC.Broker
September 1989 - July 1995 · 5 yrs 10 mos
State Registrations5 states
FLMANHPAVT
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.