Michael Thomas Makaila

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

• 05/2020 → 01/2023
  Eg Life Sciences Llc
  Harleysville, PA
• 03/2019 → 05/2020
  Clarkston Consulting, Inc.
  Durham, NC
• 06/2004 → 03/2018
  Teva Pharmaceuticals, Inc.
  Parspippany, NJ
• 02/2022 → Present
  Avantax Investment Services Inc.
  Harleysville, PA
• 02/2022 → Present
  Avantax Advisory Services
  Harleysville, PA
• 04/2018 → 02/2019
  Unemployed
  Harleysville, PA
• 09/2022 → Present
  Financial Partners, Llc.
  Harleysville, PA
• 09/2022 → Present
  Financial Partners, Llc.
  Harleysville, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-06-13 → 2025-09-08
  Avantax Advisory Services
  Harleysville, PA
  Dallas, TX

Other Businesses

1) BIZTECHIES, INC.; POSITION: President NATURE: This is an inactive PA S-Corp established to provide Internet Domain and iOS Mobile App development services. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2002; 300 Doe Run Rd, Harleysville PA 19438, Primarily managed mobile application life cycle. No longer have responsibilities as entity inactive. Note: established in April 2002, active Aug 2009 - Dec 2015, inactive 2016-present. 2) FINANCIAL PARTNERS, LLC.; POSITION: Financial Advisor NATURE: Financial Planning, Wealth Management, Retirement and Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022;300 Doe Run Rd, Harleysville PA 19438, Provide financial guidance to clients including tax, investment and estate planning services. 3) FINANCIAL PARTNERS, LLC. POSITION: Financial Advisor NATURE: Financial Planning, Wealth Management, Retirement and Estate Planning. In addition, project management consulting services (non-financial advisory) to be provided. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2022 ADDRESS: 300 Doe Run Rd, Harleysville PA 19438, United States DESCRIPTION: Provide financial guidance to clients including tax, investment and estate planning services. In addition, project management consulting services (non-financial advisory) to be provided. 4)EBONY PEARLS FOUNDATION, INC. POSITION: Board Member NATURE: The mission of Ebony Pearls Foundation, Incorporated, a 501 (c) 3 non-profit charitable organization, is to serve as a catalyst for scholarships, leadership development, education and training, and financial support in Philadelphia county to enhance the quality of life by providing access to necessary resources to young women. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2023 ADDRESS: 300 Doe Run Rd, Harleysville PA 19438, United States DESCRIPTION: Provide advice to establish local chapter presence, events, scholarship awards, calendar period operating budget, website and other related tasks as necessary.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30

Other Names

• Michael T Makaila
• Michael Makaila