Matthew Victor Gold
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Zehavi Works LLCApr 2026 to now
- Kesher Creative Studio LLCOct 2024 to now
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Summit Financial Group IncOct 2018 to May 2021
- Summit Brokerage Services IncOct 2018 to Sep 2019
- Cetera Investment Advisers LLCAug 2017 to Oct 2018
- Cetera Investment Services LLCAug 2017 to Oct 2018
- Regions BankJun 2017 to Oct 2018
- Summit Brokerage Services IncAug 2014 to May 2017
- University of FloridaJan 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6175154
- Firm CRD
- 105644