MB
Michael A. Boyer
CETERA INVESTMENT ADVISERS LLC
WILMINGTON, DE 19808
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CRD#: 7986507
MB
Professional summary
Michael Anthony Boyer, who also goes by Michaela Boyer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wilmington, Delaware.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michaela Boyer
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) FERRIS HOME IMPROVEMENTS, LLC POSITION: CFO NATURE: Chief Financial Officer for a local home improvement company specializing in installation of new and repairs of roofs, siding, decks, windows, doors, kitchens and baths - see below for duties and responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 09/15/2017 ADDRESS: 1908 Capitol Trail, NEWARK DE 19711, United States DESCRIPTION: Leadership of day to day operations of the finance department, financial statement preparation, tax returns, departmental analysis and review. Develop and maintain banking, vendor, subcontractor, CPA firm relationships. Manage team responsible for billing, collections and payables. Strong results in implementing and streamlining operations, project management, cash projections, A/R & A/P controls, payroll, tax compliance and ERP software which resulted in significant improvements in profit margin and cash flow. MICHAEL A. BOYER, CPA POSITION: Owner NATURE: Owner and operator of local CPA Firm, specializing in completing individual and small business under $500,000 in revenue tax returns. Prepare tax returns and related working papers for individual and business tax returns. Answer tax related questions for clients. Complete tax projections and tax estimates for clients related to businesses activities, investments and changes in income. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2024 ADDRESS: 2310 SAINT FRANCIS ST, WILMINGTON DE 19808, United States DESCRIPTION: Prepare tax returns and related working papers for individual and business tax returns. Complete research and respond to tax agencyrequest for information related to tax returns Verifying documentation to identify cases of misinterpretation or miscalculation of data entry Interviewing clients to acquire information about taxable income, previous tax returns, deductible expenses, or any allowances incurred Calculating fees to charge clients following the tax service offered depending on difficulty and time spent Making entries with the use of tax forms and tables to determine what the client owes Determining appropriate plans on how to prepare returns, which is achieved by reviewing income statements or previous returns Scheduling meetings with clients to discuss matters related to tax compliance Negotiating and acting as a conflict mediator by resolving disputes and negotiating with others on behalf of the clientHelp clients with financial management, including budgeting and cash flow. Referring business to Avantax firm, but not conducting wealth management business under this OBA name
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Boyer'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4550 Linden Hill Rd Suite 100, Wilmington, DE 19808RIA
CRD#: 105644
WILMINGTON, DE
Past
November 21, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wilmington, DE
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.Highlighted states indicate IAR registrations
IAR
Delaware(9/5/2025)
Exams
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#: 105644Wilmington, DE 19808TRUST BUT VERIFY
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