Michael A Blake
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- Cetera Wealth Services, LLCApr 2025 to now
- Merrick Financial GroupFeb 2018 to now
- 1840 Merrick LLCJan 2014 to now
- Merrick Planning Group, LLCJan 2014 to now
- Kestra Advisory Services, LLC.Feb 2018 to Apr 2025
- Kestra Investment Services, LLC.Feb 2018 to Apr 2025
- Nyc Dept of CorrectionsSep 2014 to Dec 2016
- LPL Financial, LLCMar 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6160092
- Firm CRD
- 105644