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Michael A. Coelho, AIF®

Michael A. Coelho, AIF®
Other Names: Michael Andrew Coelho
Firm:
Cetera Advisor Networks LLC
Additional Firm:
Sageview Advisory Group, LLC
Type: Dual Registration
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Description

Michael Coelho serves as a Managing Director for SageView’s Austin, Texas office. He is responsible for the delivery of quality retirement plan solutions to mid- and large-sized organizations and provides careful navigation for employers to maximize results and to mitigate their fiduciary liability. Michael assists plan ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Michael A. Coelho, AIF® has not answered any questions on Financial Q&A.

Top Guides

Michael A. Coelho, AIF® has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Advisor Client Types

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ownership pie chart
Pension and Profit Sharing Plans 100%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
Sageview Advisory Group 2 years May 2011 - Present
Financial Network 2 years May 2011 - Present
Financial Telesis Inc. 11 months Jun 2010 - May 2011
Investlinc Wealth Services, Inc. 1 year, 8 months Sep 2009 - May 2011
LPL Financial LLC 9 months Sep 2009 - Jun 2010
Investlinc Business Resources, Inc. 2 years May 2009 - May 2011
Associated Securities Corp. 2 years Sep 2007 - Sep 2009
Associated Planners Investment Advisory 2 years Sep 2007 - Sep 2009
Investlinc 1 year, 8 months Sep 2007 - May 2009
Personal Economics Corporation 5 years, 5 months Apr 2004 - Sep 2009
Hornor, Townsend, & Kent 4 years, 7 months Feb 2003 - Sep 2007
Penn Mutual 4 years, 7 months Feb 2003 - Sep 2007
Sentra Securities Corporation 6 years Feb 1997 - Feb 2003
Resource Financial 10 years, 10 months Nov 1996 - Sep 2007
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 04/25/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
04/25/2012
05/17/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 04/17/2004
Investment Company Products/Variable Contracts Representative Examination Series 6 10/30/1998
Uniform Securities Agent State Law Examination Series 63 09/30/1998

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

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