Matthew Gold, financial advisor Gainesville FL

Matthew Gold

CRD Number: 6175154
Current Firm: Cetera Investment Advisers LLC

Matthew Gold (CRD# 6175154) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gainesville, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Summit Financial Group Inc. Gainesville, FL Oct 2018 - May 2021 2
Summit Brokerage Services Inc. Gainesville, FL Oct 2018 - Sep 2019 < 1
Cetera Investment Advisers LLC Gainesville, FL Aug 2017 - Oct 2018 1
Cetera Investment Services LLC St. Cloud, MN Aug 2017 - Oct 2018 1
Regions Bank Gainesville, FL Jun 2017 - Oct 2018 1
University Of Florida Gainesville, FL Jan 2012 - Jun 2017 5
Summit Brokerage Services Inc. Gainesville, FL Aug 2014 - May 2017 2
Ameriprise Financial Services Inc. Fort Lauderdale, FL Mar 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Matthew V. Gold
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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