Matthew Dillon Rouillier
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Peggy J. Rouillier, Inc.Jan 2020 to now
- Concourse Financial Group Securities IncJan 2020 to Feb 2025
- Price WaterhouseDec 2019 to Jan 2020
- Frazier & DeeterJan 2019 to Nov 2019
- Frazier & DeeterAug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7221842
- Firm CRD
- 105644