Matthew Mahabadi, financial advisor Westbury NY

Matthew Mahabadi

CRD Number: 6726029
Current Firm: Cetera Investment Advisers LLC

Matthew Mahabadi (CRD# 6726029) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westbury, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 2
Cetera Investment Advisers LLC Westbury, NY Jun 2019 - Current 2
Foresters Advisory Services Westbury, NY Jan 2019 - Jun 2019 < 1
Foresters Financial Services Westbury, NY May 2017 - Jun 2019 2
Foresters Financial Services Westbury, NY Dec 2016 - May 2017 < 1
Unemployed Greenvale, NY Aug 2016 - Nov 2016 < 1
Schaller Insurance Agency LLC New Britain, CT Mar 2016 - Jul 2016 < 1
Manhasset Agency Manhasset, NY Jan 2015 - Mar 2016 1
Schaller Insurance Agency LLC New Britain, CT Oct 2013 - Jan 2015 1
Triple M Management Manchester, CT Apr 2012 - Oct 2013 1
Bolt Insurance Agency Farmington, CT Aug 2010 - Apr 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
S63 Uniform Securities State Law Examination Jan 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew M. Mahabadi
Phone Number: 888-528-2987
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
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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