Garry Michel

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

• 04/2016 → Present
  Walden Savings Bank
  Montgomery, NY
• 04/2016 → Present
  Cetera Investment Advisers Llc
  Montgomery, NY
• 04/2016 → Present
  Cetera Investment Serivces Llc
  St.CLoud, MN

Previous Registrations

• 2012-10-01 → 2016-04-14
  J.P. Morgan Securities Llc
  New York, NY
• 2011-02-08 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  Scarsdale, NY
  Highland Falls, NY

Other Businesses

1) 241 HUDSON ST COH LLC, RENTAL REAL ESTATE, COLLECT RENT AND MAINTAIN PROPERTY, 100% OWNER, SAME AS REGISTERED LOCATION 2) MICHEL TAX SERVICES LLC, PREPARE TAX RETURNS FOR INDIVIDUALS AND BUSINESSES, 100% OWNER;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-07
• S63 Uniform Securities Agent State Law Examination
  2007-05-24

Designations

• Certified Financial Planner