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Michael Blake

12 Years of Experience
Merrick, NY
BrokerSells Insurance

Michael Blake is a registered investment advisor at Cetera Investment Advisers LLC, based in Merrick, NY, with 12 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

1840 Merrick Ave, Merrick, NY, 11566

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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 ActivitiesSells Insurance

Michael sells fixed insurance products with various companies, dedicating a few hours per week. He is also involved in real estate, financial services, and a non-profit organization, spending about a quarter of his time on each of his financial services businesses and the non-profit.

Employment History
Current Registrations
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Kestra Advisory Services, LLC
June 2021 - April 2025 · 3 yrs 10 mos
Kestra Investment Services, LLCBroker
February 2018 - April 2025 · 7 yrs 2 mos
LPL Financial LLCBroker
March 2013 - February 2018 · 4 yrs 11 mos
State Registrations1 state
NY
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 Blake - Financial Advisor | TrueAdvisor