Michael S Patterson
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
20 years in the industry.
- Atlantic Coast ConferenceAug 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Kave Enterprises LLC d/b/a Upstate TaxNov 2020 to now
- Peacock Properties LLCApr 2018 to now
- Avantax Insurance Agency, LLCJan 2013 to Sep 2025
- Avantax Advisory ServicesSep 2010 to Sep 2025
- Avantax Investment Services, Inc.Jul 2009 to Sep 2025
- Patterson Management IncJan 2006 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 5695855
- Firm CRD
- 105644