Michael Kofman is a registered investment advisor, based in Needham, MA, with 7 years of industry experience.
Location
175 Highland Avenue, Ste 301, Needham, MA, 02494
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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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Michael is an associate at Martin S. Kofman, CPA, preparing tax returns and performing accounting work for individuals and businesses. This takes about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2020 - September 2025 · 5 yrs 4 mos
Avantax Investment Services, INC.Broker
August 2018 - September 2025 · 7 yrs 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.