Adviser and broker representative · Cetera Investment Advisers LLC
Don R. Mathieson
CRD 2009798 · Nanuet, NY
At a glance
Don R. Mathieson is an investment adviser representative with Cetera Investment Advisers LLC in Nanuet, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Don’s SEC record dates to 2002, about 24 years ago. Don is also registered as a broker representative.
Current advisory firm
- Cetera Investment Advisers LLCSince March 2021Nanuet, NY · $257B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Don’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.