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Matthew Bossalina
8 Years of Experience
Taneytown, MD
4 DisclosuresBroker
Matthew Bossalina is a registered investment advisor at Cetera Investment Advisers LLC, based in Taneytown, MD, with 8 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
222 East Baltimore Street, Taneytown, MD, 21787
Get directionsHistory
Regulatory History (4)
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Financial
May 2020Final
Financial
March 2020Final
Financial
August 2019Final
Financial
December 2017Pending
Other Business Activities
Matthew administers trusts for ACNB Bank, handling client inquiries, paperwork, and administrative reviews. He attends investment discussions but does not handle securities transactions or make investment decisions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
AXA Advisors, LLCBroker
September 2017 - June 2018 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 2016 - August 2017 · 11 mos
State Registrations11 states
CADEFLMDNCPASCTNVAWIWV
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.