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Michael Malchesky

18 Years of Experience
Mentor, OH
BrokerSells Insurance

Michael Malchesky is a registered investment advisor at Cetera Investment Advisers LLC, based in Mentor, OH, with 18 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

8827 Mentor Ave. Suite A, Mentor, OH, 44060

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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 ActivitiesSells Insurance

Michael operates Regano Financial Services as a DBA for financial services, dedicating about 10-20% of his time. He also works as a premium auditor for Travelers Insurance, auditing commercial insurance accounts full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Allstate Financial Services, LLCBroker
March 2001 - May 2016 · 15 yrs 2 mos
State Registrations1 state
OH
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 Malchesky - Financial Advisor | TrueAdvisor