Michael Brescia
Michael Brescia is a registered investment advisor at Cetera Investment Advisers LLC, based in Setauket, NY, with 4 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
21 Bennetts Rd Suite 201, Setauket, NY, 11733
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an investment advisor representative and financial planner at Branch Financial Services, Inc., dedicating about a quarter of his time. He is also president of Michael J. Brescia, P.C., focusing on estate planning, which takes minimal time. Additionally, Michael sells life and fixed annuities as an insurance agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Branch Financial Services, INC.
Previous Registrations
Cetera Advisor Networks LLC
Branch Financial Services, INC.
Cetera Advisor Networks LLCBroker
State Registrations1 state
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.