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MH

Michael Y. Hatchell

CETERA INVESTMENT ADVISERS LLC
Kaneohe, HI
Some features on this profile are disabled
CRD#: 5948613
MH

Professional summary

Michael Y. Hatchell is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Kaneohe, Hawaii and CETERA WEALTH SERVICES, LLC located in Kaneohe, Hawaii.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2024; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS:5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: PAT'S AT PUNALUU; INVESTMENT RELATED: NO; ADDRESS: HAUULA, HI 96717; NATURE OF BUSINESS: VACATION RENTALS; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CREATING A MONTHLY TREASURER'S REPORT FOR BOARD MEETINGS, ATTENDING BOARD MEETINGS, VOTING ON ASSOCIATION MATTERS, AND CREATING ANNUAL ASSOCIATION BUDGET; 3. NAME OF OTHER BUSINESS: OHANA WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY/FINANCIAL PLANNING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR ALL BUSINESS ACTIVITIES ASSOCIATED WITH BUSINESS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Y. Hatchell's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 30, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Kaneohe, HI
Current

September 30, 2025 - Present

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Kaneohe, HI
Past

March 31, 2025 - October 9, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Kaneohe, HI
Past

March 31, 2025 - October 9, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Kaneohe, HI
Past

March 18, 2019 - April 2, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
KANEOHE, HI
Past

March 18, 2019 - April 2, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
KANEOHE, HI
Past

January 19, 2018 - February 21, 2019

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HONOLULU, HI
Past

January 19, 2018 - February 21, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
HONOLULU, HI
Past

June 3, 2015 - January 24, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
HONOLULU, HI
Past

June 3, 2015 - January 24, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
HONOLULU, HI
Past

January 2, 2015 - May 29, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
HONOLULU, HI
Past

January 2, 2015 - May 29, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
HONOLULU, HI
Past

September 10, 2014 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
Honolulu, HI
Past

September 19, 2011 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
Honolulu, HI

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
(9/30/2025)
RR
Hawaii
(9/30/2025)
IAR
Hawaii
(9/30/2025)
RR
Nevada
(9/30/2025)
RR
Oregon
(9/30/2025)
RR
Texas
(9/30/2025)
IAR
Texas
(9/30/2025)
RR
Washington
(9/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/30/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/16/2011
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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#: 105644Kaneohe, HI

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Contact information

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