MS
CFP
MS
CFP

Michael Sise

12 Years of Experience
Salisbury, MD
Broker

Michael Sise is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Salisbury, MD, 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

953 Mt Hermon Rd, Salisbury, MD, 21804

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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 a producing representative for CFS Inc. since 2016, focusing on asset management, and a partner/financial advisor since 2019. He also hosts continuing education seminars, is the finance chair for a church, and successor trustee for a family trust, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2016 - March 2024 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - July 2016 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - July 2016 · 2 yrs 11 mos
State Registrations23 states
ALAZCADCDEFLGAMAMDMIMOMSNCNYORPASCTNTXUTVAWAWV
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 Sise - Financial Advisor | TrueAdvisor