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ML

Michael V. Lomet

LPL ENTERPRISE
BEDMINSTER, NJ 07921
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CRD#: 6859891
ML
Michael Victor LometLPL ENTERPRISE

Professional summary

Michael Victor Lomet, who also goes by Michael V Lomet, is a registered financial advisor currently at LPL ENTERPRISE, LLC located in Bedminster, New Jersey and CETERA INVESTMENT ADVISERS LLC located in Manasquan, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Michael has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Michael V Lomet

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: ALLIED WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE PERSONALIZED GUIDANCE TO HELP INDIVIDUALS AND BUSINESSES MANAGE THEIR MONEY, BUILD WEALTH, AND ACHIEVE LONG-TERM FINANCIAL GOALS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2024 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Victor Lomet'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

November 14, 2024 - Present

LPL ENTERPRISE, LLC

Office #1: 135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921
RIA
BD
CRD#: 8733
BEDMINSTER, NJ
Current

August 18, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2317 Rt 34 Suite 1d & 1e, Manasquan, NJ 08736
RIA
CRD#: 105644
MANASQUAN, NJ
Current

November 14, 2024 - Present

LPL ENTERPRISE, LLC

Office #1: 135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921
RIA
BD
CRD#: 8733
BEDMINSTER, NJ
Current

August 17, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2317 Rt 34 Suite 1d & 1e, Manasquan, NJ 08736
BD
CRD#: 13572
Manasquan, NJ
Past

August 2, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Basking Ridge, NJ
Past

May 13, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Basking Ridge, NJ

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
New Jersey
(11/14/2024)
IAR
New Jersey
(11/14/2024)
RR
New York
(9/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/29/2024
Securities Industry Essentials 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)

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

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#: 105644Bedminster, NJ 07921

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