JM
JM
Joseph Matoney
23 Years of Experience
Wakefield, RI
2 DisclosuresBrokerSells Insurance
Joseph Matoney is a registered investment advisor, based in Wakefield, RI, with 23 years of industry experience.
Location
30 Holley Street, Suite 1- 5, Wakefield, RI, 02879
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2022Denied
Customer Dispute
December 2022Denied
Other 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
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2004 - September 2025 · 20 yrs 11 mos
Avantax Investment Services, INC.Broker
May 2002 - September 2025 · 23 yrs 4 mos
State Registrations18 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.