MZ
MZ
Matthew Zokai is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 20 years of industry experience. Matthew 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
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Avantax Planning Partners, INC.
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
May 2017 - October 2019 · 2 yrs 5 mos
1st Global Capital CORP.Broker
January 2017 - October 2019 · 2 yrs 9 mos
Oneamerica Securities, INC.Broker
September 2010 - November 2016 · 6 yrs 2 mos
Woodlands Securities CorporationBroker
July 2006 - March 2010 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - April 2006 · 9 mos
Banc One Securities CorporationBroker
February 2005 - July 2005 · 5 mos
State Registrations1 state
TX
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.