Matthew Joseph Nahman
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCMay 2024 to now
- Cetera Investment Services LLCMay 2024 to now
- Skyone Federal Credit UnionMay 2024 to now
- Fidelity InvestmentsSep 2022 to now
- MML Investors ServicesAug 2019 to Aug 2022
- Lenox AdvisorsMay 2019 to Aug 2022
- Mass Mutual Life Insurance CompanyMay 2019 to Aug 2022
- Northwestern Mutual Investment Services LLCAug 2018 to May 2019
- Northwestern Mutual Life Insurance CompanyMay 2018 to May 2019
- UnemployedDec 2017 to May 2018
- Artco InvestmentsFeb 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6935269
- Firm CRD
- 105644