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Miche Needham

11 Years of Experience
Buffalo, NY
Broker

Miche Needham is a registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 11 years of industry experience. Miche 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

369 Franklin Street, Cyclorama Building, Buffalo, NY, 14202

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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

Miche is a referring advisor for Lumsden & McCormick Financial Services, LLC, dedicating a few hours per week. Miche also serves as Chair of the Board of Directors for the Buffalo & Erie County Botanical Gardens Society, Inc., spending about 10-20% of their time in this role.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
July 2014 - October 2019 · 5 yrs 3 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.