MG
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Michelle Geddes

15 Years of Experience
Easton, PA
Broker

Michelle Geddes is a registered investment advisor, based in Easton, PA, with 15 years of industry experience.

Location

4030 William Penn Highway, Easton, PA, 18045

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michelle is a sole proprietor/LLC providing tax and accounting services for local businesses since January 2024, dedicating about 10-20% of her time to this, with minimal time during trading hours. She also works as a client service associate at Febbo Wealth Management since June 2024.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 1 yr 11 mos
Cetera Financial Specialists LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2018 - April 2024 · 6 yrs 3 mos
Cetera Financial Specialists LLCBroker
November 2010 - April 2024 · 13 yrs 5 mos
State Registrations1 state
PA
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.
Michelle Geddes - Financial Advisor | TrueAdvisor