Michael Richard Georgino

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

• 03/1998 → 02/2025
  The Investment Center, Inc.
  St. Mary'S, PA
• 06/2006 → 02/2025
  Ic Advisory Services, Inc.
  St. Marys, PA
• 03/2004 → Present
  Kaul Land Company, Inc.
  Saint Marys, PA
• 07/2025 → 09/2025
  Avantax Investment Services, Inc.
  Saint Marys, PA
• 02/2025 → 02/2025
  Avantax Insurance Agency, Llc
  Saint Marys, PA
• 02/2025 → 09/2025
  Avantax Advisory Services
  Saint Marys, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → 02/2025
  Avantax Investment Services, Inc.
  Saint Marys, PA

Previous Registrations

• 2025-02-10 → 2025-09-08
  Avantax Advisory Services
  Saint Marys, PA
  Dallas, TX
• 2006-06-02 → 2025-02-10
  Ic Advisory Services, Inc.
  St. Mary'S, PA
  Bedminster, NJ
• 2006-01-04 → 2006-06-02
  The Investment Center, Inc.
  St. Marys, PA
  St. Mary'S, PA
  Curwensville, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant