Matt
Schommer

Cetera Investment Advisers LLC

CRD#5014210
Investment Advisor
in Tampa, FL

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About this Advisor

Matt Schommer is a financial advisor working in Tampa, Florida with 4 years of relevant experience. Schommer is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Mml Investors Services, LLC, Cetera Investment Advisers LLC, Msi Financial Services Inc, Ameriprise Financial Services, Inc and Cetera Investment Services LLC. Schommer holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Florida and Texas. Cetera Investment Advisers LLC is a registered investment firm based out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It has $33 billion in total assets among its 176,986 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC performs a broad set 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Cetera Investment Advisers LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

1715 N Westshore Boulevard Suite 260
Tampa, FL 33607

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

FL Average: $6,674,516,078
Total Number of Employees

3,094

FL Average: 44
Total Number of Accounts

176,986

FL Average: 2,564
Average Account Size

$188,469

FL Average: $2,603,165

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

Matt Schommer Work History

Matt has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Ameriprise Financial Services, Inc

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Msi Financial Services Inc

2011 - 2016 (5 years)

Waddell & Reed, Inc

2011 - 2016 (5 years)

Various Insurance Carriers For W&R Insurance Agencies, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matt Schommer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Joseph Charron
Oklahoma City, OK
Kevin Delvalle
Jacksonville, FL
Michelle Yang
San Marino, CA
Michael Nelson
Anaheim, CA
Christopher Debeikes
Medford, OR
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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