Matthew S Hetrick
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Advisors LLCJul 2021 to now
- Cetera Financial Specialists LLCJul 2021 to now
- Cetera Investment Services LLCJul 2021 to now
- Cetera Wealth Services, LLCJul 2021 to now
- First Allied Securities, Inc.Jul 2021 to Sep 2022
- Morgan Stanley Services Group, Inc.Apr 2020 to Jul 2021
- Morgan StanleyAug 2018 to Jul 2021
- Morgan Stanley Private Bank, N.A.Aug 2018 to Apr 2020
- H. Beck, IncAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530904
- Firm CRD
- 105644