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Matthew Mazza

25 Years of Experience
Sewickley, PA
1 DisclosureBrokerSells Insurance

Matthew Mazza is a registered investment advisor at Cetera Investment Advisers LLC, based in Sewickley, PA, with 25 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

2605 Nicholson Rd Ste 3200, Sewickley, PA, 15143

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History

Regulatory History (1)
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Customer Dispute
April 2008
Settled
Other Business ActivitiesSells Insurance

Matthew is involved with a steel drum band called Tropical Sands Music. He is also a registered representative with Benchmark Financial Network and an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating minimal time to the insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
October 2005 - Present · 20 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2015 - June 2023 · 8 yrs 1 mo
Blue Vase Capital Management
January 2006 - December 2006 · 11 mos
Blue Vase Securities, LLC
December 2004 - December 2005 · 1 yr
Blue Vase Securities, LLCBroker
December 2004 - October 2005 · 10 mos
Capital Analysts, IncorporatedBroker
March 2004 - December 2004 · 9 mos
Allstate Financial Services, LLCBroker
October 2002 - February 2004 · 1 yr 4 mos
New England SecuritiesBroker
October 2000 - August 2002 · 1 yr 10 mos
Uam Fund Distributors, INC.Broker
July 2000 - September 2000 · 2 mos
State Registrations5 states
FLOHORPAWV
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.