Michael Charles Blevis
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Michael Charles Blevis? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCJan 2025 to now
- Ela Financial Group, IncNov 2024 to now
- Lazard Asset Management LLCApr 2021 to Jan 2025
- Lazard Asset Management Securities LLCApr 2021 to Jan 2025
- Goldman Sachs & Co. LLCJan 2021 to Apr 2021
- The Ayco Company, L.p./mercer AlliedJun 2015 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6582264
- Firm CRD
- 105644