Matthew Ludack
Matthew Ludack is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
1895 Walt Whitman Rd Ste 6, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2021Other Business ActivitiesSells Insurance
Matthew works as an operations associate at North Ridge Wealth Planning LLC, dedicating full-time hours to back-office operations and processing. He also works as an insurance agent selling fixed insurance products with various companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
The Mutual Fund Store
National Securities CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations3 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.