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Matthew Kitchie

7 Years of Experience
Sanatoga, PA
BrokerSells Insurance

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

55 Sunnybrook Road, Sanatoga, PA, 19464

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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 independent insurance agent selling fixed insurance products since 2019, and a financial advisor marketing financial services and fixed life insurance since 2021. Both activities each take nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2019 - June 2021 · 2 yrs 5 mos
Voya Financial Advisors, INC.Broker
September 2018 - June 2021 · 2 yrs 9 mos
State Registrations17 states
CACOCTDEFLGAINLAMDMINENJNYPATXVAVT
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 Kitchie - Financial Advisor | TrueAdvisor