MF
MF

Michael Ferrara

8 Years of Experience
Atlanta, GA
BrokerSells Insurance

Michael Ferrara is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 8 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

Atlanta, GA

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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 ActivitiesSells Insurance

Michael is a registered associate with Chastain Park Capital Partners, LLC, dedicating about 10-20% of his time to financial consulting, investment management, and client relationships. He also owns Simplify Finance Atlanta, LLC for income and expenses, serves as a financial mentor at Buckhead Church, and works as an insurance agent selling fixed insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
May 2018 - Present · 8 yrs 2 mos
Cetera Advisors LLCBroker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
April 2019 - March 2024 · 4 yrs 11 mos
Allmerica Investments, INC.Broker
July 2000 - January 2001 · 6 mos
State Registrations2 states
GATX
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 Ferrara - Financial Advisor | TrueAdvisor