Matthew G Tarullo

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

• 07/2007 → Present
  Scsd
  Albany, NY
• 12/2015 → 06/2019
  Foresters Financial Services
  Latham, NY
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Latham, NY
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 05/2020 → Present
  Cetera Investment Advisers Llc
  Latham, NY

Other Businesses

1. PHYSICAL ED TEACHER AT CSD HIGHSCHOOL. 30 HRS/WK 2. THE ESSLIE GROUP LLC, DBA FOR CETERA BUSINESS, 30% OWNER, 60/HRS/WK 3. PARTNER OF IRON TREE FINANCIAL; DBA FOR CETERA BUSINESS 4. CO-OWNER, FOUNDER, ORGANIZER OF DARK HORSE INSURANCE SERVICES; NO ONGOING ROLE; PARTNER WILL SELL INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-15
• S63 Uniform Securities Agent State Law Examination
  2015-09-20

Other Names

• Matthew Tarullo