Matthew Kwartler
Matthew Kwartler is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville Beach, FL, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Jacksonville Beach, FL
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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.
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Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLC
Cetera Financial Specialists LLC
Cetera Advisors LLC
Cetera Investment Services LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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
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