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Michael Moon

3 Years of Experience
Troy, MI
Broker

Michael Moon is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 3 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

1450 w. Long Lake Rd, Suite 370, Troy, MI, 48098

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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 an owner of Moon Legacy Partners (a pass-through entity for commissions), Pente Moon LLC (property management), and Premier Investment Properties LLC (a real estate holding company). He is also a partner and financial advisor at Sentia Wealth, dedicating full-time hours to this role, and an associate at MTF Management Incorporated, a pass-through company for office and bookkeeping expenses.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2023 - March 2025 · 1 yr 4 mos
Ameriprise Financial Services, LLCBroker
July 2022 - March 2025 · 2 yrs 8 mos
State Registrations11 states
AZCAFLGAINMAMDMINCOHTX
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.
Michael Moon - Financial Advisor | TrueAdvisor