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Matthew Tyler Simon

Cetera Investment Advisers LLC

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About Matthew Tyler Simon

Matthew Tyler Simon is a financial advisor registered with Cetera Investment Advisers LLC. Matthew has been in the securities industry since May 2021. Matthew holds the Series 7TO, Series 66, and SIE licenses and is registered in 18 states. Prior to joining Cetera Investment Advisers LLC, Matthew worked as a financial advisor at SECurian Financial Services, Inc. Matthew works with a variety of clients including high net worth individuals, corporations and businesses, individuals other than high net worth, and pension and profit-sharing plans.

Firm Information

Matthew Simon is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1800 ROUTE 34

WALL, NJ 07719

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Simon’s Registration & Firm History

NJ

07/11/2024 - Present

Cetera Investment Advisers LLC (WALL NJ)

NJ

05/12/2021 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)

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Licenses & Designations

BOTH

Issued 6/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 2/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Tyler Simon.
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