Matthew D Kwartler

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

• 09/2012 → 04/2026
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 04/2026 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2012-10-09 → 2018-05-25
  Strategic Advisers Llc
  Jacksonville, FL
  Boston, MA
• 2003-08-12 → 2012-09-06
  Truist Investment Services, Inc.
  Ocala, FL
  Amelia Island, FL
  Anthony, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Ocala, FL
  Belleview, FL
  Dunnellon, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Ocala, FL
  Fernandina Beach, FL
  Gainesville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Orange Park, FL
  Gainesville, FL
  Gainesville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Orange Park, FL
  Gainesville, FL
  Jacksonville, FL
  Jacksonville, FL
  Neptune Beach, FL
  Newberry, FL
  Ocala, FL
  Ponte Vedra Beach, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ponte Vedra Beach, FL
  Amelia Island, FL
  Neptune Beach, FL
  Belleview, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Orange Park, FL
  Jacksonville, FL
  Jacksonville, FL
  Gainesville, FL
  Gainesville, FL
  Ocala, FL
  Jacskonville, FL
  Jacksonville, FL
  Ocala, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Gainesville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Orange Park, FL
  Jacksonville, FL
  Ocala, FL
  Ocala, FL
  Newberry, FL
  Anthony, FL
  Gainesville, FL
  Dunnellon, FL
  Jacksonville, FL
  Jacksonville, FL
• 2003-01-22 → 2003-07-10
  Transamerica Financial Advisors, Llc
  Jacksonville, FL
• 1999-12-17 → 2003-01-09
  Osaic Fa, Inc.
  Jacksonville, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-04-13

Designations

• Certified Financial Planner

Other Names

• Matthew D Kwartler
• Matthew David Kwartler