Matthew David Callero
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Financial Specialists LLCSep 2025 to now
- Matthew Callero NotaryJan 2023 to now
- Halas Hut EnterprisesDec 2022 to now
- Callero Capital Management Inc.Jan 2012 to now
- Simplicity Group ImoDec 2011 to now
- Osaic Wealth, Inc.Jan 2024 to Sep 2025
- Woodbury Financial Services, Inc.Jan 2012 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5763726
- Firm CRD
- 105644