Michael Amato is a CFP, PFS-designated registered investment advisor, based in Holland, PA, with 34 years of industry experience.
Location
Holland, PA
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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 is a trustee, president of Independent Tax & Financial Planners, P.C. since 1989, and an insurance agent since 1991. He dedicates about a quarter of his time to his role as president, a few hours per week as an insurance agent, and minimal time as a trustee.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Independent Tax & Financial Planners, P.C.
Rothman Securities, INC.Broker
State Registrations29 states
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