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Michael Lewandoski
28 Years of Experience
Barnegat, NJ
2 DisclosuresBroker
Michael Lewandoski is a registered investment advisor at Cetera Investment Advisers LLC, based in Barnegat, NJ, with 28 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Barnegat, NJ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2009Denied
Customer Dispute
October 2003Closed-No Action
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2010 - Present · 15 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Chase Investment Services CORP.Broker
September 2009 - October 2010 · 1 yr 1 mo
Chase Investment Services CORP.
September 2009 - October 2010 · 1 yr 1 mo
Wells Fargo Advisors, LLC
November 2002 - August 2009 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
November 2002 - August 2009 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - November 2002 · 5 yrs 6 mos
State Registrations3 states
NJNYSC
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.