Cetera Advisors LLC
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About this Advisor
Matthew Costanzo is a financial advisor based in Carlsbad, California, who has been in the advisory business for 11 years. Costanzo works at Cetera Advisors LLC. Throughout their career, Costanzo has worked at Mac Consulting, Self Employed and Cetera Advisors LLC. Costanzo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Cetera Advisors LLC is an advisory firm based out of Carlsbad, California. The firm has offices in 692 locations and a total of 1,066 employees. It has $12 billion in total assets across its 58,523 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 170 charitable organizations. Of its 58,523 client accounts, 26% are associated with high-net-worth individuals who have more than $1 million in assets. Cetera Advisors LLC provides a number of services, including 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. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Cetera Advisors LLC can be comprised of some combination of 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 12 years of experience.
Cetera Advisors LLC
Mac Consulting, Self Employed
Matthew Costanzo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Advisors LLC
East Freedom, PA