MA
MA

Matthew Anderson

28 Years of Experience
Honesdale, PA
BrokerSells Insurance

Matthew Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Honesdale, PA, with 28 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

416 Main St, Honesdale, PA, 18431

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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 ActivitiesSells Insurance

Matthew is a financial professional/agent at Meagher Insurance Agency, where he sells health, property, and casualty insurance and conducts investment business, dedicating nearly full-time hours since 2007. He also works as a ring steward at the Sussex County Farm & Horse Show, spending about 10-20% of his time interacting with judges, exhibitors, and announcers.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2022 - Present · 4 yrs 3 mos
Cetera Financial Specialists LLCBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Nationwide Securities, LLCBroker
August 2008 - July 2020 · 11 yrs 11 mos
1717 Capital Management CompanyBroker
August 2007 - August 2008 · 1 yr
Nationwide Securities, INC.Broker
March 2007 - December 2007 · 9 mos
Pruco Securities, LLC.Broker
January 2006 - February 2007 · 1 yr 1 mo
Walnut Street Securities, INC.Broker
August 2003 - September 2004 · 1 yr 1 mo
Nathan & Lewis Securities, INC.Broker
February 2003 - August 2003 · 6 mos
Cibc World Markets CORP.Broker
June 1997 - March 2001 · 3 yrs 9 mos
Whale Securities CO., L.P.Broker
April 1997 - May 1997 · 1 mo
Polaris Financial Services, INC.Broker
October 1996 - May 1997 · 7 mos
Christopher Street Financial, INC.Broker
November 1994 - November 1996 · 2 yrs
State Registrations7 states
CTFLMAMDNJNYPA
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 Anderson - Financial Advisor | TrueAdvisor