Matthew S Hetrick

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

• 08/2014 → 07/2018
  H. Beck, Inc
  Bethesda, MD
• 08/2018 → 07/2021
  Morgan Stanley
  Temple Terrace, FL
• 08/2018 → 04/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2020 → 07/2021
  Morgan Stanley Services Group, Inc.
  Temple Terrace, FL
• 07/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2021 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 07/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IN
• 07/2021 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  San Diego, CA

Previous Registrations

• 2018-08-19 → 2021-07-08
  Morgan Stanley
  Tampa, FL
• 2014-08-14 → 2018-07-27
  Grove Point Investments, Llc
  Rockville, MD
• 2009-03-11 → 2013-04-17
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2007-04-16 → 2009-10-10
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 2004-07-15 → 2006-08-01
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-05-14
• S63 Uniform Securities Agent State Law Examination
  2001-02-17

Other Names

• Matthew Shea Hetrick
• Matthew Hetrick
• Matthew S Hetrick