MP
MP

Matthew Price

22 Years of Experience
BrokerSells Insurance

Matthew Price is a registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3200 W Market St Ste 300, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent selling various insurance products and an investment advisor with Financial Management Strategies, Inc. He also coaches football for Wadsworth Schools and is a founding partner at Pillar Financial Group LLC, a financial services company, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Financial Management Strategies, INC.
July 2009 - Present · 16 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Walnut Street Securities, INC.Broker
May 2009 - September 2013 · 4 yrs 4 mos
Ameriprise Financial Services, INC.
May 2006 - May 2009 · 3 yrs
Ameriprise Financial Services, INC.Broker
May 2006 - May 2009 · 3 yrs
Park Avenue Securities LLCBroker
June 2005 - May 2006 · 11 mos
American Express Financial Advisors, INC.
October 2003 - April 2005 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
October 2003 - April 2005 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
October 2003 - April 2005 · 1 yr 6 mos
State Registrations36 states
AZCACOCTFLGAHIINKSKYMAMDMIMNMONCNENHNJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.