Matthew Godleski, financial advisor Stockbridge GA
96 score

Matthew Godleski

CRD Number: 5546277
Current Firm: Cetera Advisors LLC

Matthew Godleski (CRD# 5546277) is an Investment Advisor Representative working at Cetera Advisors LLC in Stockbridge, GA and has over 5 years of experience in the finance industry. Matthew Godleski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stewardship Financial Advisors, LLC Stockbridge, GA Apr 2015 - Current 1
Cetera Advisors LLC Denver, CO Oct 2010 - Current 6
Gv Financial Advisors Atlanta, GA May 2008 - Aug 2010 2
University Of Georgia Athens, GA Aug 2002 - May 2009 6
University Of Georgia Cooperative Extension Athens, GA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Apr 2011
Contact Info for Matthew S. Godleski
Phone Number: 800-929-3485
Registered State(s):
  • GA
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
96
Clean Record
This advisor has a clean track record with regulators.

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