Matthew Curtis is a registered investment advisor at Cetera Investment Advisers LLC, based in Havre, MT, 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
108 1st St Ste 1, Havre, MT, 59501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Petty Officer 2nd Class in the Navy Reserves, working as a cryptologic technician, dedicating a few hours per week. He also works as an office assistant for Sharp Financial Services, spending full-time hours taking calls, scheduling appointments, managing files, and preparing paperwork.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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