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Matthew Berger

12 Years of Experience
Chambersburg, PA
Broker

Matthew Berger is a registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1500 Nitterhouse Drive, Chambersburg, PA, 17201

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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 is a relationship manager for F&M Trust Co and the vice president of a community outreach organization. He also serves as a board member for Waynesboro Country Club and Antietam Humane Society, dedicating a few hours per week to the country club.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Investment Services LLC
December 2013 - January 2014 · 1 mo
State Registrations4 states
MDPAVAWV
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.