Michael Flynn, financial advisor East Falmouth MA

Michael Flynn

CRD Number: 5774240
Current Firm: Cetera Investment Advisers LLC

Michael Flynn (CRD# 5774240) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Falmouth, MA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Dec 2022 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Dec 2022 - Current 1
The Patriot Financial Group Westborough, MA Nov 2020 - Current 3
Atlantic Wealth Management East Falmouth, MA Nov 2020 - Current 3
Securities America, Inc. East Falmouth, MA Nov 2020 - Dec 2022 2
Citizens Securities, Inc. Falmouth, MA Aug 2015 - Nov 2020 5
Santander Bank Na Falmouth, MA Feb 2015 - Aug 2015 < 1
Santander Securities LLC San Juan, PR Feb 2015 - Aug 2015 < 1
Nylife Securities LLC Waltham, MA Jun 2010 - Feb 2015 4
New York Life Insurance Company Waltham, MA Mar 2010 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Michael B. Flynn
Phone Number: 888-528-2987
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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