Michael Egan
Michael Egan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, 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
Firm Size
IM Fee
Assets Under Management
Location
1919 Gallows Road Ste 600, Vienna, VA, 22182
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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 as an independent insurance agent since 2014, and also sells and services insurance, securities, and investment products as a senior partner/financial planner at Egan, Berger & Weiner, LLC, dedicating nearly full-time hours to the latter. Additionally, Michael is a member/partner in Dominion Cruisers of Clifton, a rental property for classic cars, and president/part owner of two shell companies, EBW Risk Management, LLC and Egan, Beatty, Pressman, LLC, spending minimal time on these.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
J.P. Atkinson & Associates, INC.
Voya Financial Advisors, INC.Broker
Fortis Investors, INC.Broker
State Registrations45 states
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