Garry Michel
Garry Michel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Montgomery, NY, with 18 years of industry experience. Garry 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
15 Scotts Corner Drive, Montgomery, NY, 12549
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 Activities
Garry owns rental real estate through 241 Hudson ST COH LLC, where he collects rent and maintains the property. Garry also owns Michel Tax Services LLC, where he prepares tax returns for individuals and businesses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations20 states
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.