Michael Paul Lafata
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Archstone Financial Partners LLCJul 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Voya Financial Advisors, Inc.Sep 2019 to Jun 2021
- R Davidson ChophouseNov 2017 to Aug 2019
- Dotson's Burger SpotSep 2017 to Nov 2017
- The Oregon GrilleJun 2017 to Aug 2017
- The University of AlabamaJan 2017 to Aug 2019
- Community College Baltimore CountyFeb 2016 to Dec 2016
- Kooper's TavernSep 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7176608
- Firm CRD
- 105644