RM
CFP · ChFC
RM
CFP · ChFC

Ryan Matiyak

24 Years of Experience
Tampa, FL
BrokerSells Insurance

Ryan Matiyak is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 24 years of industry experience. Ryan 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

3708 West Swann Avenue, Suite 103, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Ryan works as an agent/broker for Omni Financial Services, focusing on fixed insurance sales since 2011. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
June 2004 - August 2023 · 19 yrs 2 mos
Securian Financial Services, INC.Broker
July 2001 - August 2023 · 22 yrs 1 mo
State Registrations16 states
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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.
Ryan Matiyak - Financial Advisor | TrueAdvisor