ML
CFP
ML
CFP

Matthew Libby

11 Years of Experience
Waterville, ME
BrokerSells Insurance

Matthew Libby is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Waterville, ME, with 11 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

325-D Kennedy Memorial Drive, Waterville, ME, 04901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is an advisory representative for Choice Wealth Advisors, LLC, and a financial advisor for DBA Choice Investments, dedicating full-time hours to these activities. He also sells various fixed insurance products and serves as a board member for the Skowhegan Regional Chamber of Commerce, volunteering minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Choice Wealth Advisors LLC
August 2018 - Present · 7 yrs 9 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
April 2015 - October 2016 · 1 yr 6 mos
Investors Capital CORP.Broker
February 2015 - October 2016 · 1 yr 8 mos
State Registrations8 states
CAFLIAMAMENYTNTX
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.
Matthew Libby - Financial Advisor | TrueAdvisor