Michael Steven Mistretta
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Mistretta Private Client AdvisoryMay 2026 to now
- Mistretta Private Advisory, Cpas, PcFeb 2026 to now
- Mistretta Associates Financial Investment AdvisorsFeb 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Financial Specialists LLCJun 2023 to now
- Mistretta Management, LLCJun 2014 to now
- Mmrs Accountancy CorporationFeb 2024 to Feb 2026
- Avantax Advisory ServicesNov 2011 to Jun 2023
- Avantax Investment Services, Inc.Nov 2011 to Jun 2023
- Mistretta AssociatesDec 2007 to Feb 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5482267
- Firm CRD
- 105644