MC
Michael F. Cleary
VANTAGE FINANCIAL GROUP
CLEVELAND, OH 44131
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CRD#: 1816212
MC
Professional summary
Michael Francis Cleary, AIF®, CFP® is a registered financial advisor currently at VANTAGE FINANCIAL GROUP, INC. located in Cleveland, Ohio and CETERA WEALTH SERVICES, LLC located in Cleveland, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) INDEPENDENT INSURANCE AGENT WITH VANTAGE FINANCIAL GROUP SELLING DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC 15HRS/WK 3HRS/WKND SINCE 3/1992 (2) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: PART OWNER (3) ATTORNEY - NOT ACTIVELY PRACTICING LAW (4) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 01/1997 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT ; (5) NAME OF OTHER BUSINESS: 6200 ROCKSIDE ROAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: BUILDING OWNERSHIP ; START DATE: 01/2015 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: LLC OWNS THE BUILDING THAT VANTAGE FINANCIAL GROUP LEASES ; 6) NAME OF OTHER BUSINESS: NORTHEAST OHIO ASSOCIATION OF FINANCIAL PROFESSIONALS; INVESTMENT RELATED: NO; ADDRESS: 601 W. BAGLEY RD, BEREA, OH 44017; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROFESSIONAL ORGANIZATION FOR EDUCATION/NETWORKING;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Francis Cleary's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
August 13, 1999 - Present
VANTAGE FINANCIAL GROUP, INC.
Office #1: 6200 Rockside Road #100, Cleveland, OH 44131RIA
CRD#: 105950
CLEVELAND, OH
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6200 Rockside Rd, Cleveland, OH 44131BD
CRD#: 13572
Cleveland, OH
Past
April 10, 1992 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
CLEVELAND, OH
Past
April 20, 1988 - March 19, 1992
FINANCIAL AMERICA SECURITIES, INC.
BD
CRD#: 5100
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
CRD#: 105950 / SEC#: 801-33485
RIA
Registered Investment Advisory firm - (12/16/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/2/2019)
RR
Arkansas(4/23/2025)
RR
California(9/3/2013)
RR
Colorado(9/3/2013)
RR
Connecticut(12/2/2020)
RR
Florida(9/3/2013)
RR
Georgia(5/8/2025)
RR
Illinois(9/3/2013)
RR
Indiana(6/4/2021)
RR
Maine(5/15/2024)
RR
Maryland(6/21/2019)
RR
Massachusetts(1/19/2024)
RR
Michigan(10/5/2022)
RR
New Mexico(9/13/2013)
RR
New York(4/16/2014)
RR
North Carolina(7/28/2025)
IAR
Ohio(8/13/1999)
RR
Ohio(9/3/2013)
RR
Pennsylvania(9/3/2013)
RR
South Carolina(9/25/2019)
RR
Tennessee(9/3/2013)
RR
Texas(9/3/2013)
IAR
Texas(2/13/2015)
RR
Virginia(5/6/2022)
RR
Wyoming(4/24/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VANTAGE FINANCIAL GROUP, INC.
VANTAGE FINANCIAL GROUP, INC.
CRD#: 105950 / SEC#: 801-33485
RIA
Registered Investment Advisory firm - (12/16/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6200 Rockside Road, Cleveland, OH 44131
Mailing Address
Phone number
(216) 642-7878
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,546 |
| AUM (Assets Under Management) | $ 793,502,265 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VANTAGE FINANCIAL GROUP, INC.
CRD#: 105950Cleveland, OH 44131TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
