Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-29
VA RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29
  • VA RA
    APPROVED
    Since 2023-06-29

Branch Locations

1919 Gallows Road Ste 600, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michael Egan Independent Insurance Agent Vienna VA 07/2003 Present
Egan, Berger & Weiner, Llc Vienna VA 09/2003 Present
Voya Financial Advisors Vienna VA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Ebw Risk Management, Llc Vienna VA 01/2018 Present
  • 07/2003 → Present
    Michael Egan Independent Insurance Agent
    Vienna, VA
  • 09/2003 → Present
    Egan, Berger & Weiner, Llc
    Vienna, VA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Vienna, VA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 01/2018 → Present
    Ebw Risk Management, Llc
    Vienna, VA
Previous Registrations
  • 2003-09-24 → 2021-06-09
    Windsor, CT
    Bridgewater, NJ
    Vienna, VA
  • 1996-11-08 → 2003-08-29
    J.P. Atkinson & Associates, Inc.
    Vienna, VA
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/11/2014; 8; 4; SALE OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY:DOMINION CRUISERS OF CLIFTON; No; ; CLIFTON; VA; ; RENTAL PROPERTY; MEMBER/PARTNER; 7/10/2016; 0; 0; PURCHASE PROPERTY TO HOUSE CLASSIC CARS. 3. NAME OF ENTITY:EGAN, BERGER & WEINER, LLC; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FINANCIAL SERVICES/DBA; SR PARTNER/FINANCIAL PLANNER; 9/1/2003; 200; 160; SELL AND SERVICE INSURANCE,SECURITIES & INVESTMENT PRODUCTS; 4. NAME OF OTHER BUSINESS: EBW RISK MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SHELL COMPANY; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: PART OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: A SHELL COMPANY THAT HAS NO REVENUE OR ASSETS AT THIS TIME; 5. NAME OF OTHER BUSINESS: EGAN, BEATTY, PRESSMAN, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SHELL COMPANY; START DATE: 1/2018; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NO DUTIES - SHELL COMPANY;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-10
S63 Uniform Securities Agent State Law Examination 1990-03-05
  • S65 Uniform Investment Adviser Law Examination
    1996-09-10
  • S63 Uniform Securities Agent State Law Examination
    1990-03-05
Designations
Other Names
  • Michael P Egan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Vienna, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor