Matthew Jonathon Dailey

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

• 01/1996 → Present
  Reed & Reed Associates, Inc.
  Hermitage, PA
• 02/2006 → Present
  Cetera Financial Specialists Llc
  Schuamburg, IL
• 06/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-03 → 2008-06-02
  Cetera Investment Advisers Llc
  Hermitage, PA

Other Businesses

1) NAME OF OTHER BUSINESS: REED & REED ASSOCIATES, INC. DBA REED & DAILEY ASSOCIATES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING & INCOME TAX SERVICES START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: PART OWNER BRIEF DESCRIPTION OF DUTIES: CPA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-22