MS
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Michelle Stewart

18 Years of Experience
Los Angeles, CA
Broker

Michelle Stewart is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 18 years of industry experience. Michelle 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

11726 San Vicente Blvd Ste 235, Los Angeles, CA, 90049

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michelle owns Maximum Yarnage, a business focused on hand-dyed yarn, knitting/crochet, tutorials, and arts, dedicating minimal time to it. She also works as a Senior Client Service Associate at Goldstein Financial - Brentwood Financial Advisors, spending full-time hours on operational, customer service, administrative, and sales assistant duties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2019 - June 2023 · 4 yrs
Oppenheimer & CO. INC.
June 2008 - June 2019 · 11 yrs
Oppenheimer & CO. INC.Broker
November 2007 - June 2019 · 11 yrs 7 mos
State Registrations1 state
CA
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.
Michelle Stewart - Financial Advisor | TrueAdvisor