Matthew Cardillo
Matthew Cardillo is a registered investment advisor at Cetera Investment Advisers LLC, based in Williamsport, PA, with 3 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
1610 E Third St, Williamsport, PA, 17701
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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 is an insurance agent selling life, health, disability, fixed annuities, and long-term care insurance, dedicating a few hours per week. He also operates Roche Financial, a financial services DBA, which takes about a quarter of his time. Finally, Matthew is a trustee for the non-profit Knights of Columbus, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations3 states
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