Matthew Gregory Bregozzo
Investment adviser representative at Cetera Investment Management LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
15 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Avantax Planning PartnersApr 2024 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Cetera Investment Management LLCNov 2015 to now
- Cetera Advisors LLCAug 2015 to now
- Cetera Financial Specialists LLCAug 2015 to now
- Cetera Wealth Services, LLCAug 2015 to now
- Avantax Advisory ServicesApr 2024 to Sep 2025
- Avantax Investment ServicesApr 2024 to Sep 2025
- Summit Brokerage Services, Inc.Dec 2015 to Dec 2019
- Girard Securities, Inc.Dec 2015 to Nov 2017
- First Allied Advisory Services, Inc.Jul 2012 to Nov 2020
- First Allied Securities, Inc.Jan 2011 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Management LLC
$0Assets managed
0Clients
11Advisers
13 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
- 5881295
- Firm CRD
- 165436