Martin D Matousek
Investment adviser representative at Cadia Private Client LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$192.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cadia Private Client LLCSep 2025 to now
- Private Advisor GroupOct 2018 to Nov 2025
- Merrill LynchJun 2008 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Cadia Private Client LLC
$192.5MAssets managed
122Clients
2Advisers
1 yearIn 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
- 5384605
- Firm CRD
- 337400