Joseph Matoney
Joseph Matoney is a registered investment advisor at Cetera Investment Advisers LLC, based in Wakefield, RI, with 24 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30 Holley Street, Suite 1- 5, Wakefield, RI, 02879
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Joseph is a CPA and owner/sole proprietor of Joseph Matoney CPA since 2010, and also involved in Matoney Tax & Financial since 2015, both focused on tax preparation and accounting. He also purchases indexed annuities for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 states
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
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