Raymond James & Associates
43yrs
Top advisor by experience in Wesley Chapel
33yrs
Michael Simon
Financial advisor at Cetera Investment Advisers
Michael Simon is a fiduciary financial advisor in Wesley Chapel, Florida, with 33 years in the industry. Michael joined Cetera Investment Advisers in 2021, after a year at Cuna Brokerage Services and a year at HSBC Securities (usa). Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 118 advisors with offices in Wesley Chapel, and one of 111 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 4% by experience in Wesley Chapel
Office1333 Bruce B Downs Blvd, Wesley Chapel, FL 33543
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCetera Investment Advisers LLCCurrent firm
- Jul 2020 – Apr 2021Cuna Brokerage Services, Inc.Previously
- Mar 2019 – Jun 2020HSBC Securities (usa) Inc.Previously
- Sep 2017 – Feb 2019Equitable Advisors, LLCPreviously
- 2010 – 2016LPL Financial LLCPreviously
Contact Michael
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Michael. 1333 Bruce B Downs BlvdWesley Chapel, FL 33543Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Simon. Michael works from the Wesley Chapel, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top 4% by experience in Wesley Chapel.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
41yrs
Top 2% by experience in Wesley Chapel
LPL Enterprise
35yrs
Top 3% by experience in Wesley Chapel
Capital Wise Advisory
34yrs
Top 3% by experience in Wesley Chapel
Accurate Wealth Management
33yrs
Top advisor by experience at Accurate Wealth Management
Ameriprise Financial Services
32yrs
Top 6% by experience in Wesley Chapel