Matthew
Costanzo

Cetera Advisors LLC

CRD#5676142
Investment Advisor
in Carlsbad, CA

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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

Series 63, Series 65

Years of Experience

12 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 12 years of experience.

2013 - Present (7 years)

Cetera Advisors LLC

2008 - Present (12 years)

Mac Consulting, Self Employed

Disclosures

Matthew Costanzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Christopher Werden
Charleston, SC
Patricia Davies
Frederick, MD
Todd Frederick
East Freedom, PA
Andrew Bonetti
Westborough, MA
Deborah Privetera
Belmar, NJ
Christopher Reed
Ocala, FL
Corey Ross
Spokane, WA
Mary Ann Mcguinness
Darien, CT

This content was compiled from the SEC and FINRA.

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