Michael Ortola
Michael Ortola is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 4 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
9059 E. Bahia Dr, Scottsdale, AZ, 85260
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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
Michael sells fixed insurance and health insurance with various companies, dedicating minimal time. He is also an investment advisor representative and financial advisor with Netvest Financial, spending nearly full-time providing financial solutions to clients. Michael also owns real estate through Fire Industries, LLC and works as an agent with West USA Realty, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Elevated Capital Advisors, LLC
Gradient Advisors, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Morgan StanleyBroker
State Registrations2 states
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