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Matthew William Shandlay

Cetera Investment Advisers LLC

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About Matthew William Shandlay

Matthew William Shandlay is a financial advisor with Cetera Investment Advisers LLC. Matthew has been in the financial services industry since 2003 and is licensed to provide financial advice in Pennsylvania. Matthew has experience working with clients of all types, including individuals, families, businesses, and non-profits. Matthew provides a range of financial planning and investment management services, including retirement planning, college savings, estate planning, and insurance. Matthew is committed to helping clients achieve their financial goals.

Firm Information

Matthew Shandlay 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

105 LEADER HEIGHTS RD

YORK, PA 17403

$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 Shandlay’s Registration & Firm History

PA

09/19/2024 - Present

Cetera Investment Advisers LLC (YORK PA)

PA

10/14/2020 - 06/05/2023

TRUIST INVESTMENT SERVICES, INC. (LANCASTER PA)

VA

06/21/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

PA

06/03/2016 - 06/18/2018

CETERA INVESTMENT SERVICES LLC (YORK PA)

PA

06/07/2013 - 06/14/2016

M&T SECURITIES, INC. (SPRING GROVE PA)

PA

06/09/2003 - 06/05/2013

AXA ADVISORS, LLC (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 7/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/7/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew William Shandlay.
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