Mitchel Pertuit
Mitchel Pertuit is a registered investment advisor at Cetera Investment Advisers LLC, based in Thibodaux, LA, with 11 years of industry experience. Mitchel 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
Firm Size
IM Fee
Assets Under Management
Location
406 W. 3rd St., Thibodaux, LA, 70301
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchel is a producer/business developer for Laris Insurance, focusing on P&C and health insurance, and an investment advisor at Cosource Financial Group LLC, taking about half of his time and nearly full-time, respectively. He also acts as a consultant for Beneo Products and Director of Operations for Oscity Labs, dedicating minimal time and full-time, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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