DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael George Cerato
Feed of 09/14/2026
At current firm
1 y
since Sep 2, 2025
In the industry
42 y
since May 25, 1984 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Sep 2, 2025 · Nashua, Nh
- Tcg Wealth Management formerNov 7, 2018 to Oct 27, 2025 · Nashua, Nh
- Wells Fargo Advisors wirehouseFeb 11, 2005 to Nov 6, 2018 · Nashua, Nh
- Wells Fargo Advisors wirehouseFeb 3, 1997 to Feb 14, 2005 · Nashua, Nh
Moves
a registration end followed by a registration begin elsewhere
- Tcg Wealth Management to World Investment Advisors, LLCleft Oct 27, 2025, registered Sep 2, 2025 (-55 days) · Other · moved with a team
- Wells Fargo Advisors to Tcg Wealth Managementleft Nov 6, 2018, registered Nov 7, 2018 (1 days) · Wirehouse to independent RIA · moved with a team
- Wells Fargo Advisors to Wells Fargo Advisorsleft Feb 14, 2005, registered Feb 11, 2005 (-3 days) · channel change inside one enterprise, not a move
Signals
- Michael George Cerato left Tcg Wealth Management for World Investment Advisors, Llc (registered 2025-09-02)Oct 27, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address