Michael Delorey
Michael Delorey is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 47 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
Philadelphia, PA
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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 is affiliated with Prism Financial Group Inc. as a registered investment advisor and sells fixed insurance. He also serves as Treasurer for the Navy League of the US Phila. Council (a few hours per week) and is a board member for Fort Mifflin on the Delaware (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Prism Financial Group, LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ama Investment Advisers, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
R. A. Balsam & CO.Broker
State Registrations30 states
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