Miguel Ortigao

Current Employers

Employment History

• 01/2011 → 09/2016
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 01/2018 → 05/2019
  Capital Investment Advisors, Llc
  Atlanta, GA
• 09/2016 → 12/2017
  Gratus Capital
  Atlanta, GA
• 05/2013 → 09/2016
  Strategic Advisers, Inc.
  Atlanta, GA
• 07/2019 → 09/2025
  Avantax Advisory Services
  Lakewood Ranch, FL
• 08/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lakewood Ranch, FL
• 06/2019 → Present
  Aksala Wealth Advisors
  Lakewood Ranch, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-07-24 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Lakewood Ranch, FL
  Lakewood Ranch, FL
• 2018-01-12 → 2019-06-03
  Capital Investment Advisors, Llc
  Atlanta, GA
  Tampa, FL
• 2016-11-21 → 2018-01-03
  Gratus Capital, Llc
  Atlanta, GA
• 2013-11-14 → 2016-09-13
  Strategic Advisers Llc
  Atlanta, GA
  Germantown, TN

Other Businesses

1) Tampa Club Epicurean; Director; It is a non-profit to help kids get culinary trained locally. I am on the board but do not financially support the organization.; No; 1; 0; 09/01/2023; 101 E Kennedy Blvd Tampa FL 33602; To help organize events to raise awareness for vocational culinary school. 2) MRO Capital; Director; This is my s corp to run my advisory as I am a 1099 with Aksala.; No; 1; 0; 09/01/2021; 4411 west lawn ave tampa FL 33611; This is my s corp to run my advisory as I am a 1099 with Aksala. 3) Aksala Wealth Advisors; Senior Wealth Advisor; I am an investment advisor with Askala Wealth Advisors.; Yes; 160; 130; 06/03/2019; 6260 Lake Osprey Dr Lakewood Ranch FL 34240; Advising clients on investments as related to financial planning while acting as a CERTIFIED FINANCIAL PLANNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-13
• S63 Uniform Securities Agent State Law Examination
  2011-04-14

Designations

Other Names

• Miguel Ortigao
• Miguel Ramalho Ortigao