MC
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Matthew Camerlengo

10 Years of Experience
Wakefield, MA
Broker

Matthew Camerlengo is a registered investment advisor at Cetera Investment Advisers LLC, based in Wakefield, MA, with 10 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

107 Audobon Road, Building 2 Suite 110, Wakefield, MA, 01880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew works as a financial advisor at Camerlengo Financial Services, focusing on financial services sales and meetings. This activity takes nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2024 - September 2025 · 1 yr 5 mos
Avantax Investment Services, INC.Broker
July 2015 - September 2025 · 10 yrs 2 mos
State Registrations8 states
COFLMANHNYRIVAVT
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.