MC
MC

Michael Charnot

2 Years of Experience
Orland Park,, IL
Broker

Michael Charnot is a registered investment advisor, based in Orland Park,, IL, with 2 years of industry experience.

Location

15255 S. 94th Avenue, Suite 200, Orland Park,, IL, 60462

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Michael works as an office assistant at Strategize Wealth Management Group, Inc., dedicating about half of his time to client data entry, workflow management, and other tasks. He also works full-time as a tax preparer for Strategize Tax LLC, preparing and filing tax returns for clients.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2024 - September 2025 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
August 2023 - September 2025 · 2 yrs 1 mo
State Registrations2 states
CAIL
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.