Matthew Clement (CRD# 4355212) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Stony Point, NY and has over 20 years of experience in the finance industry. Matthew Clement has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
Cetera Advisors LLC | St. Cloud, MN | Aug 2021 - Current | 2 |
18 Liberty Square LLC | Tomkins Cove, NY | Jul 2019 - Current | 4 |
Emerald Retirement Planning Group, Inc. | Tomkins Cove, NY | Sep 2009 - Current | 14 |
Emerald Medicare | Tomkins Cove, NY | Sep 2003 - Current | 20 |
Cantella And Company, Inc. | Malden, MA | Sep 2009 - Aug 2021 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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