Michael Paul Lafata

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

• 02/2016 → 12/2016
  Community College Baltimore County
  Essex, MD
• 01/2017 → 08/2019
  The University Of Alabama
  Tuscaloosa, AL
• 09/2015 → 08/2017
  Kooper's Tavern
  Lutherville, MD
• 06/2017 → 08/2017
  The Oregon Grille
  Hunt Valley, MD
• 09/2017 → 11/2017
  Dotson's Burger Spot
  Tuscaloosa, AL
• 11/2017 → 08/2019
  R Davidson Chophouse
  Tuscaloosa, AL
• 11/2018 → 08/2019
  R Davidson Chophouse
  Tuscaloosa, AL
• 09/2019 → 06/2021
  Voya Financial Advisors, Inc.
  Braintree, MA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  Malden, MA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Archstone Financial Partners Llc
  Malden, MA

Previous Registrations

• 2020-03-31 → 2021-06-09
  Voya Financial Advisors, Inc.
  Braintree, MA
  Malden, MA

Other Businesses

(1) NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:09/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL PARTNERS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2020-03-15

Other Names

• Michael Paul Ginsberg