Michael Sosa is a registered investment advisor at Cetera Investment Advisers LLC, based in Jackson, NJ, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
19 N Countyline Rd Ste 4, Jackson, NJ, 08527
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Premier Financial Group, LLC, offering tax preparation services since 2020. He also serves as Director of Treasury for Proximo Spirits, dedicating about a quarter of his time to tax and corporate projects since 2013.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations2 states
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