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Matt Schommer is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 17 years of industry experience. Matt 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
1715 N Westshore Boulevard, Suite 260, Tampa, FL, 33607
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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
December 2019 - Present · 6 yrs 5 mos
Cetera Investment Services LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2019 - August 2019 · 1 mo
Ameriprise Financial Services, INC.Broker
May 2019 - August 2019 · 3 mos
MML Investors Services, LLCBroker
March 2017 - August 2018 · 1 yr 5 mos
MML Investors Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
Msi Financial Services, INC.
September 2016 - March 2017 · 6 mos
Msi Financial Services, INC.Broker
September 2016 - March 2017 · 6 mos
Waddell & Reed
May 2011 - May 2016 · 5 yrs
Waddell & ReedBroker
May 2011 - May 2016 · 5 yrs
Sunset Financial Services, INC.
January 2011 - May 2011 · 4 mos
Sunset Financial Services, INC.Broker
January 2011 - May 2011 · 4 mos
Ameriprise Financial Services, INC.
October 2005 - May 2009 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
State Registrations39 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.