Michael Urso
Michael Urso is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rocky Hill, CT, with 26 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
35 Cold Spring Rd, Suite 312, Rocky Hill, CT, 06067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including real estate investment through No Boundaries Acquisitions, LLC and serving as treasurer for Southway Condo Assoc, Inc. He also sells fixed and equity annuities, works as a partner at Urso & Rahmeier focusing on financial planning, and owns Michael Urso, CPA, Inc., an accounting and tax firm; his work at Urso & Rahmeier takes nearly full-time, while his CPA work takes about half his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations10 states
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