Matthew Macha
Matthew Macha is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, 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
7222 Commerce Center Dr, Suite 108, Colorado Springs, CO, 80919
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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 Activities
Matthew works as a financial advisor for Everoak Wealth Co, offering financial advice to new and existing clients. This activity takes a full-time commitment, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations11 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.