Michael Tash
Michael Tash is a registered investment advisor at Cetera Investment Advisers LLC, based in Haddon Heights, NJ, 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
213 White Horse Pike, Haddon Heights, NJ, 08035
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Michael operates Peak Financial Services as a registered investment advisory, dedicating about a quarter of his time. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity, and is a registered representative with Heights Financial Group, spending about a quarter of his time. Additionally, Michael is an advisory board member for Newfield National Bank, a golf course panelist for Golf Digest, and owns a racing horse.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Equity Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 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.