Michelle C Square

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2010 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → 09/2025
  Avantax Investment Services
  Dallas, TX
• 09/2022 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2024 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-09-15 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Southampton, NJ
  Browns Mills, NJ
• 2010-09-14 → 2022-09-08
  Equitable Advisors, Llc
  Bala Cynwyd, PA
• 2006-10-18 → 2010-07-13
  Ameriprise Financial Services, Llc
  Conshohocken, PA
  Marlton, NJ
  Mount Laurel, NJ
  Conshohocken, PA
• 2003-03-04 → 2006-09-26
  Td Wealth Management Services Inc.
  Toms River, NJ
  Toms River, NJ
• 2002-06-19 → 2003-02-20
  Morgan Stanley Dw Inc.
  Toms River, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-21
• S63 Uniform Securities Agent State Law Examination
  1996-12-19

Other Names

• Michelle Christine Fricker
• Michelle C Square
• Michelle Christine Square