Don
Mathieson

Cetera Investment Advisers LLC

CRD#2009798
Investment Advisor
in Nanuet, NY

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About this Advisor

Don Mathieson is a financial advisor operating out of Nanuet, New York who has 18 years of industry experience. Mathieson is currently employed by Cetera Investment Advisers LLC. During their career, the advisor has held roles at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Mathieson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and New York. Cetera Investment Advisers LLC is a financial advisory business that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets across its 176,986 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a diverse assortment of services, such as 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 largely vary depending on which service is provided. Fees charged by Cetera Investment Advisers LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 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

Nanuet, NY

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY 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

Don Mathieson Work History

Don has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Cetera Financial Specialists LLC

2005 - Present (19 years)

Cetera Investment Advisers LLC

*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 Don Mathieson 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

Stuart Wilson
Athens, AL
Kory Doty
Effingham, IL
Erin Mcclain
Philadelphia, PA
Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
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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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.

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