MA
MA
Matthew Agee
26 Years of Experience
Severna Park, MD
1 DisclosureBroker
Matthew Agee is a registered investment advisor at Cetera Investment Advisers LLC, based in Severna Park, MD, with 26 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
Severna Park, MD
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Regulatory History (1)
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Employment Separation After Allegations
February 2010Other Business Activities
Matthew owns multi-family real estate, spending minimal time on it each month. He earns between $3,000 and $3,999 in income from this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
January 2011 - May 2021 · 10 yrs 4 mos
Summit Brokerage Services, INC.Broker
March 2010 - September 2019 · 9 yrs 6 mos
Ameriprise Financial Services, INC.
February 2000 - March 2010 · 10 yrs 1 mo
Ameriprise Financial Services, INC.Broker
January 2000 - March 2010 · 10 yrs 2 mos
Ids Life Insurance CompanyBroker
January 2000 - July 2006 · 6 yrs 6 mos
State Registrations13 states
CACODCDEFLGAKYMDNCNYPAVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.