Cetera Advisors LLC
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About this Advisor
Matthew Costanzo is an advisor who lives in Carlsbad, California. Currently an investment advisor with Cetera Advisors LLC, they have gathered 10 years of work experience as a financial advisor. Costanzo holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Costanzo is able to operate based out of California. During their career, the advisor has held roles at Mac Consulting, Self Employed and Cetera Advisors LLC. Cetera Advisors LLC is based out of Carlsbad, California, and operates out of 816 additional offices in the United States. As a company, Cetera Advisors LLC oversees $14 billion in assets throughout 61,274 accounts and retains more than 1,163 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 50,403 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Cetera Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Costanzo Work History
Matthew has 10 years of experience.
Cetera Advisors LLC
Mac Consulting, Self Employed
Matthew Costanzo has no disclosures.
Please visit their SEC profile for more details.