Matthew Gaiser
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 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
10 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Park Towne Financial GroupApr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to May 2026
- Macquarie Investment ManagementApr 2020 to Jul 2022
- Macquarie Investment Management Business TrustApr 2020 to Jul 2022
- Delaware Distributors, LPMar 2020 to Jul 2022
- The Vanguard Group, Inc.Oct 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6622503
- Firm CRD
- 105644