Matthew McDonald, financial advisor Elk Grove CA
93 score

Matthew McDonald

CRD Number: 3044380
Current Firm: Cetera Advisors LLC

Matthew McDonald (CRD# 3044380) is an Investment Advisor Representative working at Cetera Advisors LLC in Elk Grove, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC El Segundo, CA Jan 2013 - Current 3
Multi Financial El Segundo, CA Jul 2007 - Dec 2012 5
Legacy Advisory Services Inc. Petaluma, CA May 2003 - Jul 2007 4
Legacy Financial Services, Inc. Petaluma, CA Aug 2002 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Matthew J. McDonald
Phone Number: 800-929-3485
Registered State(s):
  • CA
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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