Matthew
Cardillo
Cetera Advisors LLC
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About this Advisor
Matthew Cardillo is a financial advisor working out of Williamsport, Pennsylvania with a total of 1 year of relevant experience. Cardillo is on the advisory team at Cetera Advisors LLC. Over the course of their career, Cardillo has held roles at Roche Financial, Accutax Xpress, Messiah College, Lycoming College, Loyalsock Township School District Highschool, B C Yardwork and Cetera Advisors. Cardillo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Cetera Advisors LLC is a registered investment company based out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 employees. It has $21 billion in assets across its 90,646 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 client accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets. The company offers a wide array 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 for financial management typically are based on the type of services. However, fees charged by Cetera Advisors LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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 Cardillo Work History
Matthew has been registered as a financial advisor for 1 years.*
Cetera Advisors
Roche Financial
Cetera Advisors
Accutax Xpress
Roche Financial
Accutax Xpress
Lycoming College
Messiah College
B C Yardwork
Loyalsock Township School District Highschool
*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 Cardillo 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 Advisors LLC
Westborough, MA
Orlando, FL
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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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