Gabrielle Matejcek

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

• 08/2019 → 09/2025
  Avantax Investment Services, Inc.
  Allentown, PA
• 05/2016 → Present
  Financial Strategies And Designs Inc.
  Allentown, PA
• 03/2014 → 04/2019
  Freysmiles Orthodontics
  Allentown, PA
• 08/2019 → 09/2025
  Avantax Insurance Agency
  Allentown, PA
• 03/2014 → Present
  Freysmiles Orthodontics
  Allentown, PA
• 01/2021 → 09/2025
  Avantax Advisory Services
  Allentown, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Allentown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-12 → 2025-09-05
  Avantax Advisory Services
  Allentown, PA

Other Businesses

1) FreySmiles Orthodontics~1251 S Cedar Crest Blvd #210~Allentown~PA~18103~Other~Employee~3/1/2014~5hrs~5hrs~The majority of my time is spent at marketing events at school and community events spreading the news about Freysmiles' presence in the area 2) FINANCIAL STRATEGIES & DESIGNS, INC. POSITION: Financial Advisor NATURE: Compensation from Avantax, insurance companies, and tax preparation are paid to Financial Strategies & Designs, Inc. My salary is then paid from Financial Strategies & Designs on a W-2. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2018 ADDRESS: 2 Windsor Plaza 7540 Windsor Drive, Ste 110, Allentown, PA 18195, United States DESCRIPTION: Financial advising, tax prep, account setup, financial plan, insurance proposals 3) CATHOLIC CHARITIES POSITION: Board Member NATURE: Being a board member of Catholic Charities involves guiding the organization in its mission to serve those in need while adhering to Catholic social teachings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 402 W Chew Street, Allentown, PA 18102, United States DESCRIPTION: I provide governance and strategic direction by aligning the organization's work with its mission, developing policies, and participating in long-term planning. My duties and responsibilities include approving budgets, ensuring accountability, and supporting fundraising efforts. I do not make decisions or advise on investment-related activities. I review programs to ensure effectiveness, address community needs, and maintain alignment with Catholic values. I attend regular meetings, serve on committees (like youth ministry), and collaborate with other members and staff, committing about 10 hours a year to fulfill these responsibilities. 4) RUCE HILLEGASS, CPA POSITION: Financial Advisor NATURE: I have a succession plan with Bruce Hillegass through Avantax Wealth Management in which we have a joint rep code and share in compensation splits. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/13/2025 ADDRESS: 978 Hillcrest Drive S, Macungie, PA 18062, United States DESCRIPTION: I meet with his clients, process paperwork, set up accounts, make trades and give recommendations to Bruce. We work in a team based approach to service his clients' needs.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-07

Other Names

• Gabby Matejcek