Matthew S Ondeck
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- UberApr 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2022 to now
- Harvest WealthJun 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Jun 2022
- Ef Legacy Securities, LLCApr 2016 to Aug 2018
- Edelman Financial Services, LLCJul 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 5456619
- Firm CRD
- 105644