Miguel Coelho is a registered investment advisor at Cetera Investment Advisers LLC, based in Brielle, NJ, with 17 years of industry experience. Miguel 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
637 Summit Pl, Brielle, NJ, 08730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Miguel is a managing partner at Freedom Capital Group since 2015, focusing on sales. This activity takes about a quarter of his time, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Financial Northeastern Securities, INC.Broker
Gilford Securities IncorporatedBroker
State Registrations20 states
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