Joseph Paul Matoney

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

• 01/1977 → Present
  Joseph P. Matoney Cpa
  Kingston, RI
• 07/2001 → 09/2025
  Avantax Investment Services, Inc.
  Kingston, RI
• 10/2004 → 09/2025
  Avantax Advisory Services
  Kingston, RI
• 05/2015 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Wakefield, RI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wakefield, RI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-10-07 → 2025-09-05
  Avantax Advisory Services
  Wakefield, RI

Other Businesses

1) Joseph Matoney CPA; 30 Holley St, Wakefield, RI 02879; Tax Preparation/Accounting Owner/Sole Proprietor; 1/1/2010; 100hrs; 50hrs; prepare returns. 2) Matoney Tax & Financial; 30 Holley Street, Wakefield, RI 02879; Accounting, Tax Preparation/Accounting; 6/1/2015; 60hrs; 60hrs; tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-23
• S63 Uniform Securities Agent State Law Examination
  2002-01-30