MA
MA

Matthew Abata

2 Years of Experience
Erie, PA
BrokerSells Insurance

Matthew Abata is a registered investment advisor at Cetera Investment Advisers LLC, based in Erie, PA, with 2 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

1032 W 38th St, Erie, PA, 16508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew works as a benefits specialist and insurance broker, including health and life insurance, for Bayfront Benefit Solutions, Inc. This takes about a full quarter of his time, including during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
July 2023 - Present · 3 yrs
State Registrations1 state
PA
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 Abata - Financial Advisor | TrueAdvisor