Michael Anthony Boyer

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

• 11/2024 → 09/2025
  Avantax Advisory Services
  Wilmington, DE
• 09/2017 → Present
  Ferris Home Improvements, Llc
  Newark, DE
• 01/2015 → 08/2017
  Paychex
  Newark, DE
• 09/2024 → Present
  Michael A. Boyer, Cpa
  Wilmington, DE
• 01/2021 → 12/2023
  Michael A. Boyer
  Wilmington, DE
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-21 → 2025-09-05
  Avantax Advisory Services
  Wilmington, DE
  Wilmington, DE
  Dallas, TX

Other Businesses

1) FERRIS HOME IMPROVEMENTS, LLC POSITION: CFO NATURE: Chief Financial Officer for a local home improvement company specializing in installation of new and repairs of roofs, siding, decks, windows, doors, kitchens and baths - see below for duties and responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 09/15/2017 ADDRESS: 1908 Capitol Trail, NEWARK DE 19711, United States DESCRIPTION: Leadership of day to day operations of the finance department, financial statement preparation, tax returns, departmental analysis and review. Develop and maintain banking, vendor, subcontractor, CPA firm relationships. Manage team responsible for billing, collections and payables. Strong results in implementing and streamlining operations, project management, cash projections, A/R & A/P controls, payroll, tax compliance and ERP software which resulted in significant improvements in profit margin and cash flow. MICHAEL A. BOYER, CPA POSITION: Owner NATURE: Owner and operator of local CPA Firm, specializing in completing individual and small business under $500,000 in revenue tax returns. Prepare tax returns and related working papers for individual and business tax returns. Answer tax related questions for clients. Complete tax projections and tax estimates for clients related to businesses activities, investments and changes in income. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2024 ADDRESS: 2310 SAINT FRANCIS ST, WILMINGTON DE 19808, United States DESCRIPTION: Prepare tax returns and related working papers for individual and business tax returns. Complete research and respond to tax agencyrequest for information related to tax returns Verifying documentation to identify cases of misinterpretation or miscalculation of data entry Interviewing clients to acquire information about taxable income, previous tax returns, deductible expenses, or any allowances incurred Calculating fees to charge clients following the tax service offered depending on difficulty and time spent Making entries with the use of tax forms and tables to determine what the client owes Determining appropriate plans on how to prepare returns, which is achieved by reviewing income statements or previous returns Scheduling meetings with clients to discuss matters related to tax compliance Negotiating and acting as a conflict mediator by resolving disputes and negotiating with others on behalf of the clientHelp clients with financial management, including budgeting and cash flow. Referring business to Avantax firm, but not conducting wealth management business under this OBA name

Designations

• Personal Financial Specialist

Other Names

• Michaela Boyer