Michael George Cerato

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 10/2018
  Wells Fargo Advisors Financial Network Llc
  Nashua, NH
• 10/2018 → Present
  The Cerato Group Llc
  Nashua, NH
• 11/2018 → 08/2020
  Cantella & Co., Inc.
  Boston, MA
• 09/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2018-11-07 → 2025-10-27
  Tcg Wealth Management
  Nashua, NH
• 2005-02-11 → 2018-11-06
  Wells Fargo Advisors Financial Network, Llc
  Nashua, NH
• 1997-02-03 → 2005-02-14
  Wells Fargo Clearing Services, Llc
  Nashua, NH

Other Businesses

1. Otarec Family Holdings, LLC; Investment Related; 60 Main St., Nashua, NH 03060; Commercial Real Estate Investment; Manager and Sole Owner; 5/1/2008; 1 hour per month; 1 hour during trading hours; Owner of the business and have a property manager that handles the day-to-day operations. 2. KCRC Holdings, LLC; Investment Related; 4 Water St., Nashua, NH 03060; Commercial Real Estate Investment; Manager and Sole Owner; 11/15/2004; 1 hour per month; 1 hour during trading hours; Owner of the business and have a property manager that handles the day-to-day operations. 3. TCG Wealth Management; Investment Related; 4 WATER ST, Suite 201, Nashua NH 03060; Non-Variable Insurance Sales; Managing Director/Insurance Agent; 1/1/2025; 1 hour per month; 1 hour during trading hours; Sales and service of Non-Variable Insurance and Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-17
• S63 Uniform Securities Agent State Law Examination
  1984-05-25