Matthew McEwen (CRD# 6705192) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, PA and has over 7 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 2910271
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Strategic Lifestyle Advisors, Inc. | Greenville, PA | Feb 2017 - Current | 7 |
| Cetera Advisor Networks LLC | El Segundo, CA | Oct 2016 - Current | 7 |
| Strategic Lifestyle Advisors, Inc. | Greenville, PA | Sep 2016 - Feb 2017 | < 1 |
| First Niagara Bank | Pittsburgh, PA | Apr 2015 - Sep 2016 | 1 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- PA
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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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