Matthew Berger, financial advisor Schaumburg IL
89 score

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 Schaumburg, IL and has over 2 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 2
Farmers & Merchants Trust Co Chambersburg, PA Sep 2013 - Current 3
Cetera Investment Services St Cloud, MN Sep 2013 - Current 3
Farmers And Merchants Trust Co Chambersburg, PA Jul 2012 - Sep 2013 1
Unemployed Waynesboro, PA Feb 2012 - Jul 2012 < 1
First Data Merchant Services Hagerstown, MD Nov 2010 - Feb 2012 1
Unemployed Waynesboro, PA Jun 2010 - Nov 2010 < 1
Hawkeye Capital Group, LLC New York, NY May 2008 - Jun 2010 2
Penn State University University Park, PA Jun 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Matthew W. Berger
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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