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Todd Michael Michaud

Cetera Investment Advisers LLC

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About Todd Michael Michaud

Todd Michaud is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 1999. Todd is registered as a broker in 24 states and as an investment advisor in 2 states. Todd is a licensed insurance agent and also prepares tax returns. Todd is currently registered with Cetera Investment Advisers LLC, and previously worked for Investors Capital Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Advest, Inc., Dean Witter Reynolds Inc., and Pruco Securities Corporation.

Firm Information

Todd Michaud is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

780 MAIN STREET

HAVERHILL, MA 01830

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Michaud’s Registration & Firm History

MA

03/21/2024 - Present

Cetera Investment Advisers LLC (HAVERHILL MA)

MA

01/28/2005 - 10/03/2016

INVESTORS CAPITAL CORP. (HAVERHILL MA)

MA

09/30/2002 - 01/31/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/30/2002 - 01/31/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CT

05/02/2001 - 07/12/2002

ADVEST, INC. (HARTFORD CT)

NY

10/05/2000 - 01/25/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

09/23/1997 - 09/29/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 9/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/8/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/22/2001

Series 7 - General Securities Representative Examination

BC

Issued 9/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Michael Michaud.
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