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Michael Messina

27 Years of Experience
Sacramento, CA
Broker

Michael Messina is a registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3814 Auburn Blvd. #73, Sacramento, CA, 95821

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is involved in tax preparation and accounting services through American Tax Services since 2008, dedicating about 10-20% of his time. He also coaches high school basketball since 2014, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 1999 - September 2025 · 25 yrs 10 mos
Avantax Investment Services, INC.Broker
May 1998 - September 2025 · 27 yrs 4 mos
State Registrations3 states
AZCAGA
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.
Michael Messina - Financial Advisor | TrueAdvisor