GM
Gabrielle Matejcek
CETERA INVESTMENT ADVISERS LLC
ALLENTOWN, PA 18106
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CRD#: 6944015
GM
Professional summary
Gabrielle Matejcek, who also goes by Gabby Matejcek, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Allentown, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Allentown, Pennsylvania.
Gabrielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Gabrielle has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gabby Matejcek
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) FreySmiles Orthodontics~1251 S Cedar Crest Blvd #210~Allentown~PA~18103~Other~Employee~3/1/2014~5hrs~5hrs~The majority of my time is spent at marketing events at school and community events spreading the news about Freysmiles' presence in the area 2) FINANCIAL STRATEGIES & DESIGNS, INC. POSITION: Financial Advisor NATURE: Compensation from Avantax, insurance companies, and tax preparation are paid to Financial Strategies & Designs, Inc. My salary is then paid from Financial Strategies & Designs on a W-2. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2018 ADDRESS: 2 Windsor Plaza 7540 Windsor Drive, Ste 110, Allentown, PA 18195, United States DESCRIPTION: Financial advising, tax prep, account setup, financial plan, insurance proposals 3) CATHOLIC CHARITIES POSITION: Board Member NATURE: Being a board member of Catholic Charities involves guiding the organization in its mission to serve those in need while adhering to Catholic social teachings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 402 W Chew Street, Allentown, PA 18102, United States DESCRIPTION: I provide governance and strategic direction by aligning the organization's work with its mission, developing policies, and participating in long-term planning. My duties and responsibilities include approving budgets, ensuring accountability, and supporting fundraising efforts. I do not make decisions or advise on investment-related activities. I review programs to ensure effectiveness, address community needs, and maintain alignment with Catholic values. I attend regular meetings, serve on committees (like youth ministry), and collaborate with other members and staff, committing about 10 hours a year to fulfill these responsibilities. 4) RUCE HILLEGASS, CPA POSITION: Financial Advisor NATURE: I have a succession plan with Bruce Hillegass through Avantax Wealth Management in which we have a joint rep code and share in compensation splits. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/13/2025 ADDRESS: 978 Hillcrest Drive S, Macungie, PA 18062, United States DESCRIPTION: I meet with his clients, process paperwork, set up accounts, make trades and give recommendations to Bruce. We work in a team based approach to service his clients' needs.
CRS (Client Relationship Summary) - RIA
Click below to view Gabrielle Matejcek'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
Office #1: 6081 Hamilton Blvd Ste 600, Allentown, PA 18106RIA
CRD#: 105644
ALLENTOWN, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2 Windsor Plaza 7540 Windsor Drive Ste 110, Allentown, PA 18195BD
CRD#: 13572
ALLENTOWN, PA
Past
January 12, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Allentown, PA
Past
August 20, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
ALLENTOWN, PA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
RR
Maryland(9/18/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/18/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/20/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Allentown, PA 18106TRUST BUT VERIFY
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