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Matthew Coyne

25 Years of Experience
Stony Point, NY
Broker

Matthew Coyne is a registered investment advisor at Cetera Investment Advisers LLC, based in Stony Point, NY, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Stony Point, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew owns a tax practice since 1982. This takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLCBroker
December 2000 - Present · 25 yrs 5 mos
State Registrations6 states
FLMENCNJNYPA
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.
Matthew Coyne - Financial Advisor | TrueAdvisor