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Ryan Matthew Matiyak

Cetera Investment Advisers LLC

Tampa, FL

CRD 4379003

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-10
FL RA APPROVED 2023-07-14
  • TX RA
    APPROVED_RES
    Since 2023-08-10
  • FL RA
    APPROVED
    Since 2023-07-14

Branch Locations

3708 West Swann Avenue Suite 103, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 04/2001 08/2023
Minnesota Life St Paul MN 04/2001 08/2023
Harrelson Holdings Inc Tampa FL 04/2001 Present
The Continuing Education Academy Ft Myers FL 10/2004 12/2023
Cetera Wealth Services, Llc El Segundo CA 07/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2023 Present
  • 04/2001 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 04/2001 → 08/2023
    Minnesota Life
    St Paul, MN
  • 04/2001 → Present
    Harrelson Holdings Inc
    Tampa, FL
  • 10/2004 → 12/2023
    The Continuing Education Academy
    Ft Myers, FL
  • 07/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2004-06-07 → 2023-08-10
    Securian Financial Services, Inc.
    Tampa, FL
    Tampa, FL
    St. Paul, MN
Other Businesses

1) OMNI FINANCIAL SERVICES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/21/2011 ADDRESS: , Fort Myers FL , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2001; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-27
  • S66 Uniform Combined State Law Examination
    2004-03-27
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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