MO
CFP
MO
CFP

Miguel Ortigao

14 Years of Experience
Lakewood Ranch, FL

Miguel Ortigao is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood Ranch, FL, with 14 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2019 - September 2025 · 6 yrs 2 mos
Capital Investment Advisors, LLC
January 2018 - June 2019 · 1 yr 5 mos
Gratus Capital, LLC
November 2016 - January 2018 · 1 yr 2 mos
Strategic Advisers, INC.
November 2013 - September 2016 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 2011 - September 2016 · 5 yrs 5 mos
State Registrations1 state
FL
Advisor

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.
Miguel Ortigao - Financial Advisor | TrueAdvisor