MS
MS
Michelle Square
28 Years of Experience
Southampton, NJ
Broker
Michelle Square is a registered investment advisor at Cetera Investment Advisers LLC, based in Southampton, NJ, with 28 years of industry experience. Michelle 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
Southampton, NJ
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Avantax Planning Partners, INC.
January 2025 - Present · 1 yr 4 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
Equitable Advisors, LLC
September 2010 - September 2022 · 12 yrs
Equitable Advisors, LLCBroker
September 2010 - September 2022 · 12 yrs
Ameriprise Financial Services, INC.Broker
October 2006 - July 2010 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
October 2006 - July 2010 · 3 yrs 9 mos
Commerce Capital Markets, INC.
March 2003 - September 2006 · 3 yrs 6 mos
Commerce Capital Markets, INC.Broker
March 2003 - September 2006 · 3 yrs 6 mos
Morgan Stanley
June 2002 - February 2003 · 8 mos
Morgan Stanley Dw INC.Broker
October 2000 - February 2003 · 2 yrs 4 mos
First Union Securities, INC.Broker
October 2000 - November 2000 · 1 mo
First Union Brokerage Services, INC.Broker
December 1996 - October 2000 · 3 yrs 10 mos
State Registrations1 state
NJ
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.