Matthew James Mcdonald

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

• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2017 → Present
  Ir Academy Of Soccer Dba Elk Grove Surf
  Sacramento, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-05-21 → 2007-07-18
  Legacy Advisory Services, Inc.
  Elk Grove, CA

Other Businesses

1. PARALEGAL CITIDEL LAW OFFICES, 8900 MINERAL KING CT, ELK GROVE, CA 95624, LIVING TRUST AND ESTATE WORK, 1HR/WK. 2. FIXED INSURANCE AGENT. 3. NAME OF OTHER BUSINESS: LEGACY FINANCIAL PLANNERS, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLDING COMPANY FOR TAXES START DATE: 1/2006 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: PRESIDENT BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR TAX PURPOSES 4. NAME OF OTHER BUSINESS: MATT MCDONALD FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2011; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES, 5. NAME OF OTHER BUSINESS: IR ACADEMY OF SOCCER DBA ELK GROVE SURF; INVESTMENT RELATED: NO; ADDRESS: 8250 CALVINE ROAD C-182, SACRAMENTO, CA 95828; NATURE OF BUSINESS: COMPETITIVE SOCCER CLUB; START DATE: 3/2017; POSITION/TITLE/RELATIONSHIP: ROVING SOCCER COACH; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COVER AND ASSIST CLUB SOCCER COACH TRAININGS OF SOCCER PLAYERS FROM THE AGE OF 8-19 YEARS OLD; 6. NAME OF OTHER BUSINESS: IR ACADEMY SOCCER CLUB DBA ELK GROVE SURF ; INVESTMENT RELATED: NO ADDRESS: 8250 CALVINE RD #C-182 SACRAMENTO, CA 95828 ; NATURE OF BUSINESS: TREASURER/CFO; START DATE: 8/16/26 ; POSITION/TITLE/RELATIONSHIP: TREASURER/CFO; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: MANAGE FINANCIAL AFFAIRS, RECORD KEEPING, PMT PROCS, FUNDRAISING, TOGETHER WITH PRESIDENT ;

Exams

• S66 Uniform Combined State Law Examination
  2003-05-16
• S65 Uniform Investment Adviser Law Examination
  2000-09-28
• S63 Uniform Securities Agent State Law Examination
  1998-04-17

Other Names

• Matt Mcdonald