Robert Michael Matacchiero

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1994 → Present
  Professional Insurance Systems Of Fl
  St. Petersburg, FL
• 06/1995 → 10/2016
  Investors Capital Corp.
  Largo, FL
• 10/2016 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-04 → 2016-10-03
  Investors Capital Corp.
  Lynnfield, MA
  Gilford, NH
  Lynnfield, MA
  Largo, FL
  Largo, FL
  Madison, FL
  Lynnfield, MA
• 1999-07-12 → 2004-12-31
  Eastern Point Advisors Inc.
  Largo, FL

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM CARE. NAME OF OTHER BUSINESS: ROBERT M. MATACCHIERO & LINDSAY H. MATACCHIERO TRUST, INVESTMENT RELATED: NO, ADDRESS: 16330 GULF BLD. UNIT 204 REDINGTON BEACH FL 33708, NATURE OF BUSINESS: CONDO RENTAL, START DATE: 2/2004, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF TRADING HOURS PER WEEK: 1, POSITION/TITLE/RELATIONSHIP: OWNER, BRIEF DESCRIPTION OF DUTIES: OPERATOR OF CONDO. NAME OF OTHER BUSINESS: REDINGTON PLACE CONDOMINIUM ASSOCIATION, INVESTMENT RELATED: NO, ADDRESS: 16330 GULF BLD. UNIT 204 REDINGTON BEACH FL 33708,, NATURE OF BUSINESS: CONDO ASSOCIATION, START DATE: 11/2004, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF TRADING HOURS PER WEEK: 1, POSITION/TITLE/RELATIONSHIP: PRESIDENT OF BOARD OF DIRECTORS, BRIEF DESCRIPTION OF DUTIES: OVERSEE BOARD AND ANNUAL ASSOCIATION MEETINGS. COORDINATE WITH PROPERTY MANAGEMENT COMPANY. This is employment and Form BR Update NAME OF OTHER BUSINESS: CAPITAL CONSULTANTS, INC. /ROBERT M. MATACCHIERO, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 4/2004, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF TRADING HOURS PER WEEK: 2, POSITION/TITLE/RELATIONSHIP: PRESIDENT, BRIEF DESCRIPTION OF DUTIES: DBA FOR SELLING FIXED INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-08
• S63 Uniform Securities Agent State Law Examination
  1997-08-29