Michael Philip D'ALessandro

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

• 10/2015 → Present
  Insurance Agent-Allianz Travel Insurance
  Williamsburg, VA
• 02/2019 → Present
  Strive Accounting & Tax Solutions
  Olathe, KS
• 06/2015 → 02/2019
  D'ALessandro Agency Llc
  Williamsburg, VA
• 08/2025 → 09/2025
  Avantax Advisory Services
  Williamsburg, VA
• 08/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Williamsburg, VA
• 10/2015 → 09/2019
  Farmers Financial Solutions, Llc
  Williamsburg, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) Driven Realty LLC; Member; The entity was created less than one week ago for the purposes of making real estate investments.  I plan to flip homes by buying, making repairs and selling them for a profit as the primary activity.  There has been no activity in the business to date as we created it in preparation for beginning this business in the future when opportunities present themselves.; Yes; 1; 1; 07/26/2025; 3777 Mulberry Ln Williamsburg VA 23188; Work with agents to identify opportunities for investment.  Research and buy homes.  Repair and update homes and coordinate with contractors to facilitate the same.  Arrange for the utilities and insurance to be active on the home and pay all holding costs while the business owns the home.  Work with agents to market and sell the home for a profit. 2) Strive Accounting & Tax Solutions; Director of Operations; I am in charge of the operations of this accounting, tax and payroll firm working under the CPA/Owner.  The firm provides accounting, bookkeeping, payroll and tax services to individuals and businesses.; No; 160; 100; 02/01/2019; 3777 Mulberry Ln Williamsburg VA 23188; Hiring, performance evaluations, workflow management, customer service, data management, facilities management, client onboarding. 3) Insurance Agent-Allianz Travel Insurance; Insurance Agent; I am a licensed insurance agent for property, casualty, life and health.  I have not been actively selling insurance since closing my Farmers agency in 2019 except for buying travel insurance for my personal trips for which I received nominal commissions.; Yes; 1; 1; 10/05/2015; 3777 Mulberry Ln Williamsburg VA 23188; I am a licensed insurance agent for property, casualty, life and health.  I have not been actively selling insurance since closing my Farmers agency in 2019 except for buying travel insurance for my personal trips for which I received nominal commissions.  I will not offer life insurance except through Avantax in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2013-09-09

Other Names

• Michael Dalessandro
• Michael Phillip D'ALessandro
• Michael D'ALessandro
• Mike Philip D'ALessandro
• Michael Phillip Dalessandro