Michael Mcconnell
Michael Mcconnell is a registered investment advisor at Cetera Investment Advisers LLC, based in Hingham, MA, 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
175 Derby Street, Suite 36, Hingham, MA, 02043
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Regulatory History (1)
Regulatory
June 1996Other Business ActivitiesSells Insurance
Michael is the president of McConnell & Co., Inc Private Clients Group and McConnell & Co., Inc. Wealth Management, providing financial services, and president of McConnell & Co., a CPA firm, dedicating full-time hours to each. He also works as a manager at Heritage Mortgage Co, Inc, spends minimal time as a trustee for a condo association, and sells life insurance and equity indexed annuities, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Linsco/private Ledger CORP.Broker
State Registrations11 states
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