Matthew
Dallas
Cetera Investment Advisers LLC
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About this Advisor
Matthew Dallas is a certified financial planner based in Saint Louis, Missouri with a total of 1 year of relevant experience. Dallas is an advisor for Cetera Investment Advisers LLC. During their career, the advisor has held roles at Msmf Wealth Management, Wells Fargo Advisors, Family Health Care Of Hendersonville, Cetera Investment Advisers, LLC, Buckingham Strategic Wealth, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and Cetera Financial Specialists. Dallas holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Missouri. Cetera Investment Advisers LLC is a registered investment company operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It administers $33 billion in total assets among its 176,986 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers 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 management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Cetera Investment Advisers LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Dallas Work History
Matthew has been registered as a financial advisor for 1 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Buckingham Strategic Wealth
Family Health Care Of Hendersonville
Msmf Wealth Management
Cetera Investment Advisers, LLC
Cetera Financial Specialists
Wells Fargo Advisors
Family Health Care Of Hendersonville
*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 Matthew Dallas 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
Anaheim, CA
Lafayette, LA
Irvine, CA
San Marino, CA
Athens, AL
Knoxville, TN
Pittsburgh, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
