Michael Edward Cadis

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 03/2017
  Metropolitan Life Insurance Company
  Los Angeles, CA
• 07/2004 → 03/2017
  Metlife Securities Inc.
  Los Angeles, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Pasadena, CA
• 07/2016 → 02/2024
  Massachusetts Mutual Life Insurance Company
  Pasadena, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Pasadena, CA
• 02/2024 → Present
  Integrative Wealth Partners
  Pasadena, CA

Previous Registrations

• 2017-03-25 → 2024-03-06
  Mml Investors Services, Llc
  Pasadena, CA
• 2004-07-20 → 2017-03-25
  Msi Financial Services, Inc.
  Los Angeles, CA
  Los Angeles, CA
  Pasadena, CA
• 2002-09-24 → 2004-07-20
  1717 Capital Management Company
  Woodland Hills, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 03/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2000 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: INTEGRATIVE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA - BRANDING TEAM NAME START DATE: 2/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR/FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR/FINANCIAL PLANNER; 4. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT RENTAL INCOME; 5. NAME OF OTHER BUSINESS: MICHAEL CADIS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX REPORTING ENTITY; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX REPORTING PURPOSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-26
• S63 Uniform Securities Agent State Law Examination
  2000-10-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant