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Matthew Kittell

27 Years of Experience
Louisville, KY
1 DisclosureBroker

Matthew Kittell is a registered investment advisor at Cetera Investment Advisers LLC, based in Louisville, KY, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10503 Timberwood Circle, Suite 205, Louisville, KY, 40223

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History

Regulatory History (1)
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
November 2002
Award / Judgment
Other Business Activities

Matthew works as a financial advisor at Commonwealth Capital Management since 2021. This is a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2021 - June 2023 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2021 · 8 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2021 · 8 yrs 10 mos
Chase Investment Services CORP.
April 2011 - October 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2011 - October 2012 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
October 2009 - April 2011 · 1 yr 6 mos
Ameriprise Financial Services, INC.
October 2009 - April 2011 · 1 yr 6 mos
Ameriprise Advisor Services, INC.
January 2009 - October 2009 · 9 mos
Ameriprise Advisor Services, INC.Broker
January 2009 - October 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - January 2009 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - January 2009 · 10 yrs 4 mos
State Registrations13 states
COFLILINKYMAMDMOPATNVAWAWI
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 Kittell - Financial Advisor | TrueAdvisor