Palm Habor, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
2
Of 10,209 advisors across 5,116 offices
Location
Palm Habor FL
Advisors at this office
2
Advisors at this office
Matthew H
Series 63, Series 66
Palm Harbor, FL
Cetera
Matthew Hetrick is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and H. Beck, Inc. He is based in Palm Harbor, FL. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary accounts with over $256 billion in assets under management.
David M
Series 66
Palm Harbor, FL
Cetera
David Moffatt is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2022, following six years at Raymond James. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform, supporting a range of program structures and custodial relationships.
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