MP
Michael A. Paretzky
CETERA INVESTMENT ADVISERS LLC
SKOKIE, IL 60076
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CRD#: 6109135
MP
Professional summary
Michael Alan Paretzky, who also goes by Mordechai Paretzky, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Skokie, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Skokie, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mordechai Paretzky
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) BERTON I GOLDSTEIN WEALTH MANAGEMENT SERVICES, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; NORTHBROOK, IL; INVESTMENT SERVICES; ASSISTANT; SINCE 07/01/2013; 40 HRS/MONTH, 20 HRS/MONTH DURING SECURITIES TRADING HOURS: 2) BERTON I GOLDSTEIN CPA - NOT INV RELATED; NORTHBROOK, IL; CPA FIRM, TAX AND ACCOUNTING; ASSISTANT; SINCE 07/01/2013; 40 HRS/MONTH, 20 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) AMAZON, NON-INVESTMENT RELATED, ONLINE SALES, START DATE 6/14/13, 3 HRS/WK, SALE OF ITEMS ONLINE: EBAY, NON-INVESTMENT-RELATED, ONLINE SALES, START DATE 6/14/13, 3 HRS/WK, SALE OF ITEMS ONLINE: 4) NATIONAL ERUV INITIATIVE; NOT INVESTMENT RELATED; 3501 ARCADIA STREET, EVANSTON, IL 60203; NON-PROFIT; START 2/2015; 5 HOURS/WEEK AFTER TRADING HOURS; BOARD MEMBER 5) NAME OF OTHER BUSINESS: MP ERUV MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: CONSTRUCTION; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: CONSTRUCTION OF FENCES AND OTHER ITEMS, PICKING UP SUPPLIES AND SOME INFRASTRUCTURE WORK; 6) NAME OF OTHER BUSINESS: KOLLEL TORAS CHESED, INVESTMENT RELATED: NO, ADDRESS: 3732 DEMPSTER ST SKOKIE IL 60076, NATURE OF BUSINESS: NON PROFIT ORGANIZATION, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF TRADING HOURS PER WEEK: 15, POSITION/TITLE/RELATIONSHIP: OPERATIONS DIRECTOR, BRIEF DESCRIPTION OF DUTIES: MANAGE CASH FLOW, PAY BILLS, MANAGE STAFF, ASSIST DIRECTOR: 7) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: HEALTH, PROPERTY & CASUALTY INSURANCE; 8) NAME OF OTHER BUSINESS: MESIVTA SHAAREI ADIRIM INVESTMENT RELATED: NO; ADDRESS: 5130 W TOUHY AVE, SKOKIE, IL 60076; NATURE OF BUSINESS: NON-PROFIT SCHOOL; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RUN PAYROLL FOR THE HIGH SCHOOL EMPLOYEES & MAKE EMPLOYEE DEPOSITS INTO THEIR 403(B) ACCOUNT; 9) NAME OF OTHER BUSINESS: SCOTTSDALE KOSHER OASIS LLC; INVESTMENT RELATED: NO; ADDRESS: 6902 E THUNDERBIRD ST SCOTTSDALE AZ 85254; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 11/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: OWNER OF SHORT TERM RENTAL HOUSE;
CRS (Client Relationship Summary) - RIA
Click below to view Michael Alan Paretzky'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
August 19, 2013 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8150 Mccormick Blvd Ste 124, Skokie, IL 60076RIA
CRD#: 105644
SKOKIE, IL
Current
January 9, 2013 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 8150 Mccormick Blvd Ste 124, Skokie, IL 60076BD
CRD#: 10358
Skokie, IL
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
Illinois(5/17/2013)
IAR
Illinois(8/19/2013)
RR
Maryland(1/3/2025)
RR
Texas(10/27/2015)
IAR
Texas(2/23/2023)
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
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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
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.
