Michael Peist is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Somers, NY, with 31 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
Somers, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a sole proprietor providing tax preparation services, dedicating full-time hours during tax season. He also works as a risk management consultant for Apterra Infrastructure Capital, spending about 10-20% of his time analyzing loans and loan portfolios.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
Byrne Financial Planning CORP.Broker
State Registrations12 states
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