Michael Shannon Bayless

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

• 02/2011 → 05/2018
  Rock Central Services Dba Its Easy Passport And Visa
  Washinton ,Dc, WA
• 06/2018 → 10/2019
  Unemployed
  Charleston, SC
• 11/2019 → 03/2023
  Pruco Securities, Llc.
  Mt Pleasant, SC
• 06/2020 → 03/2023
  Prudential Insurance Company Of America
  Mt Pleasant, SC
• 03/2023 → Present
  Arrow Advisory
  Mount Pleasant, SC
• 04/2023 → 09/2025
  Avantax Investment Services Inc.
  Mount Pleasant, SC
• 04/2023 → 09/2025
  Avantax Advisory Services
  Mount Pleasant, SC
• 04/2023 → 09/2025
  Avantax Insurance Services
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mount Pleasant, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-04-18 → 2025-09-05
  Avantax Advisory Services
  Mount Pleasant, SC
  Mt Pleasant, SC
• 2020-08-17 → 2023-03-24
  Pruco Securities, Llc.
  Mt. Pleasant, SC
  Mt. Pleasant, SC

Other Businesses

2) ARROW ADVISORY POSITION: Financial Advisor NATURE: Services include: Financial planning, retirement planning, investment advice, wealth management, risk management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/29/2023 ADDRESS: 1205 Two Island Court, Suite 201, Mount Pleasant SC 29466, United States DESCRIPTION: Client meetings, supporting other advisors, account creation, service current wealth management clients and any other assistance needed.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-04

Other Names

• Michael S Bayless
• Michael Bayless