MG
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Matthew Greenwood

30 Years of Experience
Latham, NY
Broker

Matthew Greenwood is a registered investment advisor at Cetera Investment Advisers LLC, based in Latham, NY, with 30 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

19 British American Blvd East, Latham, NY, 12110

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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 is the vice president of the Glens Falls Grandstanders booster club. He is also a 94% owner of Greenwood Hoff Wealth Management, doing business as Cetera Business, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
August 2013 - June 2019 · 5 yrs 10 mos
Foresters Financial Services, INC.Broker
July 1995 - June 2019 · 23 yrs 11 mos
State Registrations29 states
AZCACOCTFLGAILINMAMDMNMOMSNCNHNJNMNVNYPARISCSDTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.