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Matthew Mahabadi
9 Years of Experience
Westbury, NY
2 DisclosuresBroker
Matthew Mahabadi is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbury, NY, with 9 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
1400 Old Country Rd, Suite 408, Westbury, NY, 11590
Get directionsHistory
Regulatory History (2)
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Financial
December 2021Final
Financial
November 2021Final
Other Business Activities
Matthew is a 35% owner of Angarola & Mahabadi Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
January 2019 - June 2019 · 5 mos
Foresters Financial Services, INC.Broker
January 2017 - June 2019 · 2 yrs 5 mos
State Registrations17 states
AZCACTDEFLGAMDMENCNJNYOHPASCTNTXVA
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.