MU
Michael J. Udvari
CETERA INVESTMENT ADVISERS LLC
Altamonte Springs, FL 32701
Some features on this profile are disabled
CRD#: 4725295
MU
Professional summary
Michael Joseph Udvari, who also goes by Mike Joseph Udvari, Mikey Udvari, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Altamonte Springs, Florida and CETERA WEALTH SERVICES, LLC located in Altamonte Springs, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Joseph Udvari | Mikey Udvari
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.
GEORGE R UDVARI, CPA, PA; Non-Investment Related; 706 Turnbull Avenue, Suite 101A, Altamonte springs, FL 32701; Accounting; CPA; Start Date 01/2004; 100 hours per month with the majority of hours per month occurring during trading hours; Accounting, tax, financial services. >> INTEGRITY FINANCIAL AND INSURANCE PLLC; Non-Investment Related; 309 Oak Hill Drive, Altamonte Springs, FL 32701; Insurance and Financial Services; Registered Agent; Start Date 03/2009; No hours per month; Registered Agent duties. >> EMPIRE RESTAURANT GROUP LLC; Non-Investment Related; 706 Turnbull Avenue, Ste 303, Altamonte Springs, FL 32701; Restaurant; Registered Agent; Start Date 03/2016; Registered Agent duties. >> TURNBULL PROFESSIONAL CENTER; Non-Investment Related; 706 Turnbull Avenue, Suite 101A, Altamonte Springs, FL 32701; Officer; Treasurer; Start Date 01/2023; 1 hour per month with no hours per month occurring during trading hours; Board member (Treasurer) for condo association. >> POA; Non-Investment Related; Winter Springs, FL; Other; Durable Power of Attorney (POA); Start Date 02/2010; No hours per month; I hold durable power of attorney for my father.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Udvari'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®
NoneExperience
Current
February 6, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 706 Turnbull Avenue Suite 101a, Altamonte Springs, FL 32701RIA
CRD#: 105644
Altamonte Springs, FL
Current
January 31, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 706 Turnbull Avenue Suite 101a, Altamonte Springs, FL 32701BD
CRD#: 13572
Altamonte Springs, FL
Past
January 17, 2008 - February 21, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Altamonte Springs, FL
Past
November 18, 2004 - February 21, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Altamonte Springs, FL
Past
January 22, 2004 - November 18, 2004
KOVACK SECURITIES INC.
BD
CRD#: 44848
FT. LAUDERDALE, FL
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
California(2/21/2025)
RR
Colorado(2/21/2025)
RR
Florida(1/31/2025)
IAR
Florida(2/6/2025)
Exams
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Altamonte Springs, FL 32701TRUST BUT VERIFY
Monitor Michael Udvari
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
