Michael Greenleaf
Michael Greenleaf is a registered investment advisor at Cetera Investment Advisers LLC, based in Hurricane, WV, with 27 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
23 Chase Dr, Hurricane, WV, 25526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the president of Greenleaf and Associates Inc, a tax and accounting firm, since 1995. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Fortis Investors, INC.Broker
State Registrations2 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.