WM
Walid A. Matariyeh
CETERA INVESTMENT ADVISERS LLC
FRANKFORT, IL
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CRD#: 5924398
WM
Professional summary
Walid Amin Matariyeh, who also goes by Walid A Matariyeh, Walid Matariyeh, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Frankfort, Illinois.
Walid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Walid has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Walid A Matariyeh | Walid Matariyeh
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.
1) Matariyeh Financial, LLC; Manager; This entity will provide investment planning, retirement planning, financial planning, and tax planning services to a wide array of clients and businesses.; Yes; 160; 90; 04/16/2025; 19350 S. Harlem Frankfort IL 60423; My roles and responsibilities within the company will be to meet with clients to understand their financial needs, evaluate past investment performance to guide future investments. Furthermore, I will work with clients to provide holistic financial planning to ensure long term goals are achieved. I will serve in a fiduciary capacity for clients and make best recommendations to ensure profitability and long term success while adhering to strict regulatory guidance and mitigating risk whenever possible. 2) WMNW LLC dba HTS Accounting & Tax, dba Hinsdale Tax Services; Manager; HTS Accounting & Tax provides tax preparation services, bookkeeping, and payroll for small businesses and individual clients as needed. We further provide tax planning advice to clients as needed.; No; 60; 60; 11/17/2022; 19350 S. Harlem Frankfort IL 60423; I work with a wide array of clients to manage the following responsibilities: 1. Preparation of state and federal tax returns for individual clients 2. Completion of federal and state business returns for partnerships, S-Corps, C-Corps, and sole proprietorships 3. Assist with administration of payroll for small businesses 4. Work with clients to develop financial statements and maintain bookkeeping 5. Help clients with tax planning for future initiatives and resolving IRS or state inquiries. 3) CN Orland Park LLC; Manager; Code Ninjas franchise location catered to helping young kids develop code to build games and applications.; No; 2; 2; 03/30/2025; 55 Bankview Drive Frankfort IL 60423; I am an investor providing funding for operations and initial startup, but I will have no involvement in day to day operations. 4) CN Frankfort LLC; Manager; Code Ninjas franchise location catered to helping young kids develop code to build games and applications.; No; 2; 2; 12/23/2024; 20921 Mayfair Drive Mokena IL 60448; I am an investor providing capital for startup. I will not take part in day to day operations. 5) WM Tax LLC; Manager; Holding company which receives compensation from HTS Accounting & Tax for operational support.; No; 5; 5; 11/22/2023; 20921 Mayfair Drive Mokena IL 60448; This is the vehicle I use to compensate myself from my accounting firm to achieve optimal tax advantages. 6) 420 Smokes and Vapes Corp.; President; Retail storefront that sells tobacco based products to consumers.; No; 1; 1; 03/16/2021; 1551 Plainfield Road Joliet IL 60435; Hands off owner who provided capital infusion for initial startup. I hold no day to day duties in running or management of the business.
CRS (Client Relationship Summary) - RIA
Click below to view Walid Amin Matariyeh's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FRANKFORT, IL
Past
June 2, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Frankfort, IL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Illinois(9/5/2025)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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