MR
CFP
MR
CFP

Michael Rousseau

20 Years of Experience
Westborough, MA
Broker

Michael Rousseau is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 20 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

1800 West Park Dr Ste 150, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael is a financial advisor at CCR Wealth Management LLC since 2013, spending about a quarter of his time there. The business involves financial planning and investments.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
January 2013 - Present · 13 yrs 4 mos
Cetera Advisors LLCBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2013 - March 2024 · 11 yrs 2 mos
Signator Investors, INC.
January 2007 - January 2013 · 6 yrs
Signator Investors, INC.Broker
August 2005 - January 2013 · 7 yrs 5 mos
State Registrations11 states
CTFLHIILMAMENCNHNYRIVT
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.