Matthew Stevens
Matthew Stevens is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 7 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
324 South Service Rd Suite 118, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works for Koval & Casagrande CPA's, providing accounting services and tax preparation since 2016. He spends about a quarter of his time preparing tax returns, bookkeeping, and assisting with investment advisory work.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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