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Robert Matacchiero

Cetera Investment Advisers LLC
36 Years of Experience
Largo, FL
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Matacchiero is a registered investment advisor at Cetera Investment Advisers LLC, based in Largo, FL, with 36 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Largo, FL

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2013
Settled
Customer Dispute
April 2007
Settled
Customer Dispute
July 2006
Denied
Regulatory
January 1996
Final
Employment Separation After Allegations
February 1994
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an agent selling fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating nearly full-time hours to this activity. He also owns and operates a condo rental and serves as President of the Board of Directors for a condo association, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Advisors LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
September 2016 - March 2024 · 7 yrs 6 mos
Investors Capital Advisory
January 2005 - October 2016 · 11 yrs 9 mos
Eastern Point Advisors INC.
July 1999 - December 2004 · 5 yrs 5 mos
Investors Capital CORP.Broker
June 1995 - October 2016 · 21 yrs 4 mos
John Hancock Distributors, INC.Broker
November 1988 - March 1994 · 5 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1988 - March 1994 · 5 yrs 4 mos
State Registrations20 states
CACTFLGAIAILMAMDMIMNNCNJNYPARISCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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