Matthew MahabadiCRD 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.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|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|
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
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- 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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