MC
CFP
MC
CFP

Matthew Clement

22 Years of Experience
Stony Point, NY
1 DisclosureBrokerSells Insurance

Matthew Clement is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Stony Point, NY, with 22 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

6 Liberty Square Mall, Stony Point, NY, 10980

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History

Regulatory History (1)
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Judgment / Lien
January 2025
Other Business ActivitiesSells Insurance

Matthew sells fixed insurance (life, health, disability, and long-term care) under the DBA Emerald Medicare and provides financial services through Emerald Retirement Planning Group, Inc., spending about a quarter of his time on the latter. He also owns real estate, serves as a board member for the Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc., dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2021 - March 2024 · 2 yrs 7 mos
Cantella & CO., INC.Broker
September 2009 - August 2021 · 11 yrs 11 mos
Cantella & CO., INC.
September 2009 - August 2021 · 11 yrs 11 mos
Financial Network Investment Corporation
June 2004 - September 2009 · 5 yrs 3 mos
Financial Network Investment CorporationBroker
April 2004 - September 2009 · 5 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
September 2003 - November 2003 · 2 mos
State Registrations22 states
AZCACOCTDEFLGALAMAMDNCNENJNYOHPAPRRISCTNVAWI
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.