Michael Ricciardelli
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Services LLCJun 2026 to now
- Regions BankJun 2026 to now
- Truist Advisory Services Inc.Jul 2023 to Jun 2026
- Truist BankAug 2022 to Jul 2023
- UnemployedApr 2022 to Aug 2022
- Legacy Family OfficeJan 2022 to Apr 2022
- DoordashApr 2020 to Jan 2022
- StudentAug 2019 to Apr 2020
- UnemployedApr 2019 to Aug 2019
- Laurel & May CoffeeApr 2019 to Jul 2019
- CrustNov 2018 to Apr 2019
- Best BuyJun 2018 to Nov 2018
- UnemployedNov 2017 to Mar 2018
- Finleys Bar and GrillMar 2017 to Nov 2018
- UnemployedApr 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7784542
- Firm CRD
- 105644