Matthew Ondeck
Matthew Ondeck is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethesda, MD, with 12 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
6720-B Rockledge Dr, Suite 440-A, Bethesda, MD, 20817
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew coaches little league soccer and softball, dedicating minimal time to each. He also works as a registered sales associate for Harvest Wealth, a financial services firm (full-time), and drives for Uber a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Raymond James Financial Services, INC.Broker
Metlife Securities INC.Broker
State Registrations2 states
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