Matthew Berger, financial advisor Chambersburg PA

Matthew Berger

CRD Number: 6252757
Current Firm: Cetera Investment Advisers LLC

Matthew Berger (CRD# 6252757) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chambersburg, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Current 10
Farmers & Merchants Trust Co Chambersburg, PA Sep 2013 - Current 10
Cetera Investment Services St Cloud, MN Sep 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Matthew W. Berger
Phone Number: 310-257-7880
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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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