Matthew Dailey
Matthew Dailey is a registered investment advisor at Cetera Investment Advisers LLC, based in Hermitage, PA, with 21 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
475 S. Buhl Farm Road, Hermitage, PA, 16148
Get directionsHistory
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 Activities
Matthew is a part owner of Reed & Reed Associates, Inc. dba Reed & Dailey Associates, an accounting and income tax services firm, since 2017. He spends about a quarter of his time on this activity, with most of those hours during trading hours, as a CPA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Genworth Financial Advisers Corporation
PFS Investments INC.Broker
State Registrations4 states
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.