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Martin D. Matousek

CADIA PRIVATE CLIENT LLC
PARSIPPANY, NJ 07054
Some features on this profile are disabled
CRD#: 5384605
MM

Professional summary

Martin D Matousek, CFP®, who also goes by Darius Matousek, M. D Matousek, M. Matousek, M. Darius Matousek, Martin D Matousek, Martin Darius Matousek, is a registered financial advisor currently at CADIA PRIVATE CLIENT LLC located in Parsippany, New Jersey.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Martin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Darius Matousek | M. D Matousek | M. Matousek | M. Darius Matousek | Martin D Matousek | Martin Darius Matousek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin D Matousek's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 9, 2025 - Present

CADIA PRIVATE CLIENT LLC

Office #1: 1 Gatehall Drive Suite 307, Parsippany, NJ 07054
RIA
CRD#: 337400
PARSIPPANY, NJ
Past

October 19, 2018 - November 6, 2025

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Parsippany, NJ
Past

August 20, 2008 - October 23, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
UPPER MONTCLAIR, NJ
Past

July 15, 2008 - October 23, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
UPPER MONTCLAIR, NJ
Past

March 19, 2008 - May 20, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
POUGHKEEPSIE, NY
Past

December 21, 2007 - January 29, 2008

REUVEN ENTERPRISES SECURITIES DIVISION, LLC

BD
CRD#: 140910
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CADIA PRIVATE CLIENT LLC
CADIA PRIVATE CLIENT LLC | CADIA PRIVATE CLIENT, LLC

CRD#: 337400 / SEC#: 801-134227

RIA
Registered Investment Advisory firm - (8/28/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(9/12/2025)
IAR
Texas
(9/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2007
General Securities Representative Examination

Current Firm

CP
CADIA PRIVATE CLIENT LLC
CADIA PRIVATE CLIENT LLC | CADIA PRIVATE CLIENT, LLC

CRD#: 337400 / SEC#: 801-134227

RIA
Registered Investment Advisory firm - (8/28/2025 Approved)
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Contact information

Main Address
1 Gatehall Drive Suite 307, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 993-6300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CADIA PRIVATE CLIENT LLC DISCLOSURE BROCHURE (12/22/2025)

Regulatory assets under management

Total Number of Accounts480
AUM (Assets Under Management)$ 187,224,831

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CADIA PRIVATE CLIENT LLC

CRD#: 337400Parsippany, NJ 07054

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