Matthew Clay Stevens

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

• 04/2014 → 11/2016
  Nike Factory Store
  Deer Park, NY
• 09/2015 → 11/2016
  Farmingdale State College
  Farmingdale, NY
• 12/2016 → Present
  Koval & Casagrande Cpa's
  Melville, NY
• 11/2017 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 04/2018 → 09/2025
  Avantax Investment Services, Inc.
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-01 → 2025-09-05
  Avantax Advisory Services
  Melville, NY

Other Businesses

Koval & Casagrande CPA's~'NIR'~324 South Service Road Suite 118~Melville~NY~11747~Accounting Services/Tax Preparation~Employee~12/20/2016~40hrs~30hrs~Preparing individual and business tax returns. Bookkeeping for businesses, as well as payroll and sales tax preparation. Assistance in investment advisory work.|

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-29