Joseph Matoney
Joseph Matoney is a registered investment advisor at Cetera Investment Advisers LLC, based in Wakefield, RI, with 21 years of industry experience. Joseph 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
Firm Size
IM Fee
Assets Under Management
Location
Wakefield, RI
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is affiliated with Avantax Insurance Agency LLC and Pacific Life as an insurance agent, selling equity indexed annuities and other insurance policies. He also works at Joseph P. Matoney CPAV and Matoney Tax & Financial doing tax preparation and accounting, taking about 10-20% of his time at each. Finally, Joseph manages rental properties, 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 Registrations5 states
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