Matthew Kelsey
Matthew Kelsey is a registered investment advisor at Cetera Investment Advisers LLC, based in Camillus, NY, 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
240 Township Blvd, Ste 70, Camillus, NY, 13031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works for The Terzolo Financial Group, Inc. performing account maintenance, preparing plans, and providing executive support to advisors. This takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations19 states
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