Martin Matousek has been Managing Member of Cadia Private Client since June 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Cadia Private Client LLC is a Parsippany, NJ firm with $193M under management, 122 clients and 2 advisers in one office, as of its February 2026 filing.
Martin Matousek’s longest registration was 10 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2008–2018). Before joining Cadia Private Client in 2025, Martin Matousek was registered through Private Advisor Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Cadia Private Client LLCCurrent– present · 1 yearParsippany, NJ · Adviser representative · Firm CRD 337400
- Private Advisor Group, LLC– · 7 yearsParsippany, NJ · Adviser representative · Firm CRD 155216
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 10 yearsUpper Montclair, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Martin Matousek is registered as an investment adviser representative in 2 states. Each was approved in September 2025.
- New JerseySince 12 September 2025
- TexasSince 9 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 August 2008 |
| Series 7 | General Securities Representative Examination | 20 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin D Matousek
- CRD
- 5384605
- Firm
- Cadia Private Client · CRD 337400
- Role
- Managing Member
- Office
- 1 GATEHALL DRIVE, SUITE 307, Parsippany, NJ 07054
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Matousek work?
Martin Matousek has been Managing Member of Cadia Private Client LLC since June 2025, and is a control person of the firm.
Is Martin Matousek a financial advisor?
Yes. Martin Matousek has a current investment-adviser registration in New Jersey and Texas, through Cadia Private Client since September 2025.
How many years of experience does Martin Matousek have?
Martin Matousek has 18 years in the financial industry, since April 2008, across 3 adviser firms.
What exams has Martin Matousek passed?
Martin Matousek has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2007. FINRA credited Martin Matousek with the SIE, which began in October 2018.
Where did Martin Matousek work before Cadia Private Client?
Before Cadia Private Client, Martin Matousek was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2008 to October 2018.
Where is Martin Matousek based?
Martin Matousek’s registered office is in Parsippany, NJ.
Is Martin Matousek registered with FINRA?
No. Martin Matousek has no current broker registration.
How can I verify Martin Matousek’s record?
Search CRD 5384605 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Matousek’s full registration record.