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Michael Boccio

17 Years of Experience
Bohemia, NY
Broker

Michael Boccio is a registered investment advisor at Cetera Investment Advisers LLC, based in Bohemia, NY, with 17 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

3920 Veterans Memorial Hwy, Suite 1, Bohemia, NY, 11716

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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 works as a financial professional at North Ridge Wealth Planning, providing administrative support and customer service. This takes about a quarter of his time, including during trading hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
May 2025 - Present · 1 yr
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - April 2025 · 6 mos
Osaic Wealth, INC.
October 2024 - April 2025 · 6 mos
American Portfolios Advisors, INC
January 2009 - October 2024 · 15 yrs 9 mos
American Portfolios Financial Services, INC.Broker
September 2008 - October 2024 · 16 yrs 1 mo
State Registrations1 state
NY
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.