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Matthew Thomas Coyne

Cetera Investment Advisers LLC

Stony Point, NY

CRD 2288518

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

Stony Point, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matthew T. Coyne Cpa Stony Point NY 08/1982 Present
Dominican College Orangeburg NY 07/1984 08/2019
Cetera Financial Specialists Llc Schaumburg IL 12/2000 Present
Cetera Investment Advisers Llc Schaumburg IL 10/2001 Present
  • 08/1982 → Present
    Matthew T. Coyne Cpa
    Stony Point, NY
  • 07/1984 → 08/2019
    Dominican College
    Orangeburg, NY
  • 12/2000 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 10/2001 → Present
    Schaumburg, IL
Other Businesses

1) MATTHEW T. COYNE, CPA, NOT INV REL, OWNER, TAX PRACTICE, SINCE 08/1982, 30-40H/WK;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-25
  • S63 Uniform Securities Agent State Law Examination
    2001-01-25
Other Names
  • Matty Coyne

View on SEC IAPD

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