Matthew
Beyer

Cetera Investment Advisers LLC

CRD#2899975
Investment Advisor
in Seattle, WA
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About this Advisor

Matthew Beyer is a certified financial planner who works out of Seattle, Washington, with a total of 16 years of professional experience. Beyer is currently employed by Cetera Investment Advisers LLC. During their career, the advisor has held roles at Homestreet Bank, Hornor Townsend And Kent, Inc, Penn Mutual Life Ins Co, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Beyer has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Washington. Cetera Investment Advisers LLC is a registered investment firm operating in Seattle, Washington. The company has offices in 1,938 locations and a total of 1,951 financial advisors. It administers $10 billion in assets under management among its 51,335 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 123 charitable organizations. Of its 51,335 accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides a broad set 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

Disclosures

Yes

Office Location

5900 24Th Ave Nw
Seattle, WA 98107

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,119,531,219

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

1,951

WA Average: 44
Total Number of Accounts

51,335

WA Average: 2,564
Average Account Size

$197,127

WA Average: $2,603,165

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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

Matthew Beyer Work History

Matthew has 16 years of experience.

2014 - Present (5 years)

Cetera Investment Advisers LLC

2013 - Present (6 years)

Homestreet Bank

2013 - Present (6 years)

Cetera Investment Services LLC

2003 - 2013 (10 years)

Hornor Townsend And Kent,Inc

2002 - 2013 (11 years)

Penn Mutual Life Ins Co

Disclosures

Matthew Beyer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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