Matthew Camerlengo

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

• 11/2011 → 04/2022
  Camerlengo & Associates, Pc
  Wakefield, MA
• 09/2013 → 09/2025
  Avantax Investment Services, Inc.
  Danvers, MA
• 10/2023 → 09/2025
  Avantax Advisory Services
  Danvers, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Danvers, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-24 → 2025-09-05
  Avantax Advisory Services
  Wakefield, MA
  Danvers, MA
  Dallas, TX

Other Businesses

1) CAMERLENGO FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Financial Services sales and meetings INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/16/2023 ADDRESS: 107 Audubon Rd, Building 2, Suite 110, Wakefield MA 01880, United States DESCRIPTION: Financial Services sales and meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-02
• S63 Uniform Securities Agent State Law Examination
  2017-05-31