MD
MD

Michael Dubee

7 Years of Experience
Sarasota, FL
Broker

Michael Dubee is a registered investment advisor at Cetera Investment Advisers LLC, based in Sarasota, FL, with 7 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

1219 S East Ave Ste C306, Sarasota, FL, 34239

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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 an assistant coach for Florida Burn Baseball, a youth baseball organization, dedicating about 10-20% of his time. He also works as an investment advisor for Rosenberg Asset Management, spending about a quarter of his time building his book of business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
February 2019 - May 2021 · 2 yrs 3 mos
Summit Brokerage Services, INC.Broker
July 2018 - September 2019 · 1 yr 2 mos
State Registrations6 states
FLGAMANCOHVA
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 Dubee - Financial Advisor | TrueAdvisor