Matthew Conard

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

• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2018 → 07/2026
  Sas
  Cary, NC
• 07/2009 → 02/2018
  United States Army
  Fort Bragg, NC
• 07/2023 → Present
  Legacy Financial Advisors
  New Bern, NC
• 11/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: LEGACY FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: 310 CRAVEN STREET SUITE 2 NEW BERN NC NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2025-11-22