Michael Anthony Volini

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

• 01/2016 → 03/2020
  Santander Bank, Na
  Boston, MA
• 01/2016 → 03/2020
  Santander Securities, Llc
  Dorchester, MA
• 03/2020 → 06/2024
  American Portfolios Financial Services, Inc.
  Staten Island, NY
• 03/2020 → 06/2024
  American Portfolios Advisors, Inc
  Staten Island, NY
• 06/2024 → Present
  Volini Wealth Management
  Staten Island, NY
• 06/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-05 → 2024-06-07
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2016-10-12 → 2020-03-04
  Santander Securities Llc
  Jersey City, NJ
  Short Hills, NJ
  Staten Island, NY
  Somerville, NJ
  Staten Island, NY
  Scotch Plains, NJ
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2009 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: VOLINI WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE INSURANCE OPTIONS START DATE: 3/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES DBA; 3. NAME OF OTHER BUSINESS: MAV CONSULTING GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2016-10-11
• S63 Uniform Securities Agent State Law Examination
  2009-09-05

Other Names

• Michael Anthony Volini
• Michael Anthony Mertzel