Matthew Beck, financial advisor Dayton OH
93 score

Matthew Beck

CRD Number: 4598636
Current Firm: Cetera Advisors LLC

Matthew Beck (CRD# 4598636) is an Investment Advisor Representative working at Cetera Advisors LLC in Dayton, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Mar 2013 - Current 3
Woodbury Financial Services, Inc. Dayton, OH Jan 2011 - Mar 2013 2
Morgan Stanley Smith Barney Dayton, OH Jun 2009 - Jan 2011 1
Citigroup Global Markets Inc. Dayton, OH Jun 2004 - Jan 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Matthew B. Beck
Phone Number: 800-929-3485
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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