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Advisors / Pennsylvania / Canonsburg
25yrs

Michael Smith

Financial advisor at Cetera Investment Advisers

Michael Smith is a fiduciary financial advisor in Canonsburg, Pennsylvania, with 25 years in the industry. Michael joined Cetera Investment Advisers in 2023, after five years at Vantage Financial Group and six years at Walnut Street Securities. 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 219 advisors with offices in Canonsburg, and one of 204 fiduciaries.

Canonsburg, PA 15317Fiduciary advisor

At a glance

Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office380 Southpointe Blvd Suite 210, Canonsburg, PA 15317
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 ?2 states

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2011 – 2016
  3. 2007 – 2013
    Walnut Street Securities, Inc.Previously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Smith. Michael works from the Canonsburg, PA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.

What licenses does Michael hold?

Series 63, Series 65. 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.

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