MS
Michael M. Sanson
CETERA INVESTMENT ADVISERS LLC
MIDLOTHIAN, VA 23113
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CRD#: 1938353
MS
Professional summary
Michael Mann Sanson, AIF®, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Midlothian, Virginia and CETERA WEALTH SERVICES, LLC located in Midlothian, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement 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) VIRGINIA ASSET MANAGEMENT: INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FNANCIAL SERVICES START DATE: 07/2015; POSITION/TITLE/RELATIONSHIP: OWNER NUMBER OF HOURS: 10 HRS/MO DESCRIPTION: OFERING SECURITIES, ADVISORY AND INSURANCE SERVICES 2) LANE SANSON - HOME ECLECTIQUE INC POSITION: Officer NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1992 ADDRESS: , Richmond VA , United States DESCRIPTION: Officer 3) SELECT BROKERS LLC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2006 ADDRESS: , Midlothian VA , United States DESCRIPTION: Agent/Broker 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/1988; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 5) NAME OF OTHER BUSINESS: SSK GC3 LLC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: PRIVATE INVESTMENT, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: PARTNER, APPRX ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC FOR INVESTING IN PRIVATE EQUITY OFFERING; 6) NAME OF OTHER BUSINESS: 3402 PARKWOOD AVENUE LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 07/2017, POSITION/TITLE/RELATIONSHIP: MEMBER/PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 7. NAME OF OTHER BUSINESS: ROSA & SANSON VQS, LLC, INVESTMENT RELATED: NO, ADDRESS: 283 CALLE FLAMBOYAN, VIEQUES, PUERTO RICO, 00765 NATURE OF BUSINESS: REAL ESTATE, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: PRESIDENT & TREASURER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MEMBER OF LLC WHICH INVESTS IN RENTAL PROPERTY ON VIEQUES, PR,
CRS (Client Relationship Summary) - RIA
Click below to view Michael Mann Sanson'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: 1996
Experience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 130 Wylderose Dr, Midlothian, VA 23113Office #2: 107 78th Street, Virginia Beach, VA 23451Office #3: 283 Calle Flamboyan, Vieques, PR 00765RIA
CRD#: 105644
MIDLOTHIAN, VA
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 130 Wylderose Drive, Midlothian, VA 23113BD
CRD#: 13572
Midlothian, VA
Past
May 19, 2003 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
MIDLOTHIAN, VA
Past
September 25, 1997 - May 16, 2003
INVESTMENT ADVISORY GROUP, INC.
RIA
CRD#: 109122
RICHMOND, VA
Past
July 21, 1989 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
MIDLOTHIAN, VA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Alabama(8/10/2023)
RR
California(8/10/2023)
RR
Florida(8/11/2023)
RR
Georgia(8/10/2023)
RR
Louisiana(8/10/2023)
RR
Maryland(8/10/2023)
RR
Massachusetts(8/10/2023)
RR
Michigan(8/10/2023)
RR
Mississippi(8/10/2023)
RR
New Jersey(4/5/2024)
RR
New York(1/13/2025)
RR
North Carolina(8/10/2023)
RR
Ohio(8/10/2023)
RR
Pennsylvania(8/10/2023)
IAR
Puerto Rico(11/20/2024)
RR
South Carolina(8/10/2023)
RR
Tennessee(8/10/2023)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
RR
Vermont(8/10/2023)
RR
Virginia(8/10/2023)
IAR
Virginia(8/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Midlothian, VA 23113TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
