MP
MP

Matthew Peterson

1 Year of Experience
Walnut Creek, CA
Broker

Matthew Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 1 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

1600 S Main St Ste 202, Walnut Creek, CA, 94596-8820

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2024 - May 2024 · 2 mos
State Registrations1 state
CA
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.