Matthew Blaise White
Investment adviser representative at Cetera Investment Advisers LLC
39 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Epp, LLCApr 2026 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- True North Private Wealth Partners, LLCMay 2025 to now
- Self EmployedMay 1991 to now
- Avantax Insurance Agency, LLCMay 2017 to Sep 2025
- Avantax Investment Services, Inc.Apr 1998 to Sep 2025
- Prairie Oaks Partners, Ltd.Aug 1987 to Dec 2020
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3039904
- Firm CRD
- 105644