Michael James Halloran
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Joyful Wealth PlanningJan 2024 to now
- Cetera Advisor NetworksJan 2024 to Feb 2024
- InstaworkFeb 2022 to Dec 2023
- Mercer Global Advisors Inc.Aug 2019 to Jan 2022
- John Hancock Advisers, LLCNov 2018 to Jul 2019
- John HancockJun 2017 to Jul 2019
- John Hancock Funds, LLCJun 2017 to Jul 2019
- Boston CollegeSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6816784
- Firm CRD
- 105644