Matthew Mcdonald
Matthew Mcdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Elk Grove, CA, with 27 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
Firm Size
IM Fee
Assets Under Management
Location
Elk Grove, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works as a paralegal doing living trust and estate work for about a few hours per week, and is the treasurer for Rage Soccer Academy for a few hours per week. He is also the president of Legacy Financial Planners, Inc., a holding company, and owns Matt McDonald Financial, a DBA for financial and insurance services, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Lloyd, Scott & Valenti, LTD.Broker
National Planning CorporationBroker
First Allied Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations11 states
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