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Matthew Liamero

23 Years of Experience
Concord, CA
Broker

Matthew Liamero is a registered investment advisor, based in Concord, CA, with 23 years of industry experience.

Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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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 Activities

Matthew is a Regional Director of AssetMark, Inc., dedicating full-time hours to this role. He also has a property development partnership and owns multiple Airbnb properties, but these activities require minimal time.

Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 11 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 11 mos
Assetmark, INC.
November 2008 - Present · 17 yrs 8 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
April 2008 - November 2013 · 5 yrs 7 mos
Assetmark Capital CorporationBroker
May 2004 - April 2008 · 3 yrs 11 mos
Scudder Distributors, INC.Broker
October 2003 - April 2004 · 6 mos
MML Investors Services, INC.Broker
September 2002 - August 2003 · 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Liamero - Financial Advisor | TrueAdvisor