Beena
Mathew

Cetera Advisor Networks LLC

CRD#6430773
Investment Advisor
in Houston, TX

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About this Advisor

Beena Mathew is an investment advisor in Houston, Texas. Currently a registered advisor with Cetera Advisor Networks LLC, Mathew has nine years of practice as a registered investment advisor. Mathew has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Mathew can work with customers in Texas. During their career, the advisor has held roles at Cetera Advisor Networks, Babukutty Financial and Grant Thornton Llp. Cetera Advisor Networks LLC is based out of Houston, Texas, and has 889 additional offices across the country. In aggregate, Cetera Advisor Networks LLC oversees $18 billion in assets throughout 71,503 accounts and employs more than 1,767 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 55,861 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 26% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cetera Advisor Networks LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

9660 Hillcroft St Ste 308
Houston, TX 77096

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

TX Average: $7,578,581,321
Total Number of Employees

1,767

TX Average: 43
Total Number of Accounts

71,503

TX Average: 3,727
Average Account Size

$253,124

TX Average: $2,033,427

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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

Beena Mathew Work History

Beena has 10 years of experience.

2016 - Present (4 years)

Babukutty Financial

2015 - Present (5 years)

Cetera Advisor Networks

2010 - 2014 (4 years)

Grant Thornton Llp

Disclosures

Beena Mathew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisor Networks LLC

Keith Nielsen
Waco, TX
Emily Windolph
Norman, OK
Charles Binsfeld
Saint Cloud, MN
Brian Bush
Westminster, CO
Michael Salopek
Westlake, OH
Beena Mathew
Houston, TX
Ashley Crane
San Diego, CA
Joseph Ciocca
El Segundo, CA

This content was compiled from the SEC and FINRA.

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