Michael Udvari
Michael Udvari is a registered investment advisor at Cetera Investment Advisers LLC, based in Altamonte Springs, FL, with 22 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
706 Turnbull Avenue, Suite 101A, Altamonte Springs, FL, 32701
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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 a CPA at George R Udvari, CPA, PA, dedicating about half of his time to accounting, tax, and financial services. He is also a registered agent for Integrity Financial and Insurance PLLC and Empire Restaurant Group LLC, and treasurer for Turnbull Professional Center, spending minimal time on these activities. Finally, Michael holds power of attorney for his father.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Kovack Securities INC.Broker
State Registrations3 states
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