Joseph Miceli
Joseph Miceli is a registered investment advisor at Cetera Investment Advisers LLC, based in Bartlett, IL, with 34 years of industry experience. Joseph 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
260 E. Army Trail Road, Suite F, Bartlett, IL, 60103
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2024Other Business ActivitiesSells Insurance
Joseph operates Miceli Financial Services, Inc. as a DBA for his investment practice and handles life, health, property, and casualty insurance renewals for existing clients as an insurance agent since 1989, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations15 states
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.