Michael Mistretta (CRD# 5482267) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sacramento, CA and has over 14 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mmrs Accountancy Corporation | Sacramento, CA | Feb 2024 - Current | < 1 |
| Mistretta Associates Financial Investment Advisory | Sacramento, CA | Feb 2024 - Current | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Mistretta Management, LLC | Sacramento, CA | Jun 2014 - Current | 9 |
| Mistretta Associates | Sacramento, CA | Dec 2007 - Feb 2024 | 16 |
| Mistretta Associates | Sacramento, CA | Dec 2007 - Feb 2024 | 16 |
| Avantax Investment Services, Inc. | Sacramento, CA | Nov 2011 - Jun 2023 | 11 |
| Avantax Advisory Services | Sacramento, CA | Nov 2011 - Jun 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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