David Ligotti
David Ligotti is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bay Harbor, MI, with 25 years of industry experience. David 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
5994 Coastal Cliff Court, Bay Harbor, MI, 49770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns Oakwood Business Services LLC, an accounting and tax business, dedicating about 10-20% of his time. He also serves as treasurer for two non-profit organizations, Purple Rose Theatre Company and Leuk's Landing, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations4 states
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