Matthew
Costanzo

Cetera Advisors LLC

CRD#5676142
Investment Advisor
in Carlsbad, CA
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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1903 Wright Place Suite 300
Carlsbad, CA 92008

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

CA Average: $2,349,664,866
Total Number of Employees

1,066

CA Average: 28
Total Number of Accounts

58,523

CA Average: 1,101
Average Account Size

$209,256

CA Average: $2,134,119

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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.

2013 - Present (6 years)

Cetera Advisors LLC

2008 - Present (11 years)

Mac Consulting, Self Employed

Disclosures

Matthew Costanzo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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