MB
MB
Michael Blanchard
26 Years of Experience
Matthews, NC
1 DisclosureBroker
Michael Blanchard is a registered investment advisor at Cetera Investment Advisers LLC, based in Matthews, NC, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
Matthews, NC
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2009Other Business Activities
Michael owns S&J Blanchard & Associates, a rental property, and dedicates minimal time to managing it. He also works as a financial advisor for Blanchard Financial Services and Totus Wealth Management, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Prospera Financial Services, INC.
February 2015 - August 2024 · 9 yrs 6 mos
Prospera Financial Services, INC.Broker
February 2015 - August 2024 · 9 yrs 6 mos
Capital Guardian, LLCBroker
January 2010 - February 2015 · 5 yrs 1 mo
Capital Guardian Wealth Management, LLC
January 2010 - February 2015 · 5 yrs 1 mo
Gunnallen Financial, INCBroker
November 2009 - February 2010 · 3 mos
Gunnallen Financial, INC
November 2009 - February 2010 · 3 mos
Edward Jones
December 2004 - November 2009 · 4 yrs 11 mos
Edward JonesBroker
December 2004 - November 2009 · 4 yrs 11 mos
Banc of America Investment Services, INC.
October 2004 - December 2004 · 2 mos
Banc of America Investment Services, INC.Broker
October 2004 - December 2004 · 2 mos
Quick & Reilly, INC.
September 2002 - October 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
February 2002 - October 2004 · 2 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
May 1999 - November 2001 · 2 yrs 6 mos
State Registrations17 states
ALAZCOFLGAILKYMEMONCNVSCSDTNTXVAVT
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.