Michael Charles Ortola
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Televita LLCAug 2026 to now
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Elevated Capital Advisors, LLCApr 2023 to Aug 2023
- Gradient Advisors LLCAug 2022 to Apr 2023
- Lucas Retirement GroupOct 2021 to Jul 2023
- The Vanguard Group, Inc.Dec 2020 to Sep 2021
- UnemployedOct 2020 to Dec 2020
- Morgan StanleyJun 2020 to Oct 2020
- Hiro SushiOct 2019 to Dec 2019
- Grand Canyon Brewing + DistilleryAug 2019 to Sep 2019
- Foxtail Golf ClubJun 2019 to Aug 2019
- High Country Conference CenterSep 2018 to Dec 2018
- Forest HighlandsMay 2018 to Aug 2018
- Home DepotFeb 2018 to Apr 2019
- Northern Arizona UniversityAug 2017 to May 2020
- Pizza GuysJun 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7264717
- Firm CRD
- 105644