Matthew Rouillier
Matthew Rouillier is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Nashville, TN, with 6 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
237 Old Hickory Blvd. Ste. 100, Nashville, TN, 37221
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works as an administrative assistant and investment advisor for Peggy J. Rouillier Inc and Wealth Management Group, respectively, dedicating full-time hours to each. He also works as an independent insurance producer, spending minimal time selling various insurance products, and provides accounting services as a CPA on a variable schedule.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations4 states
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