Matthew Gold
Matthew Gold is a registered investment advisor at Cetera Investment Advisers LLC, based in Gainesville, FL, 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
Gainesville, FL
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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 ActivitiesSells Insurance
Matthew operates under the DBA Gold Financial Group, conducting transactional, advisory, and insurance sales through Summit Brokerage Services, dedicating nearly full-time hours to this. He also serves as treasurer for Friends of Elijah Manley, a political committee, spends a few hours per week as a social media manager for TheHomeMag, and dedicates minimal time to Kesher Creative Studio LLC, an arts & crafts business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations7 states
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