Matthew Samuel Chester
Investment adviser representative at Tableaux Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$229.7MFirm 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
Experience
13 years in the industry.
- Tableaux WealthNov 2022 to now
- Tableaux LLC d/b/a Tableaux WealthOct 2022 to now
- Tcwp LLCMay 2021 to Oct 2022
- RBC Capital Markets, LLC d/b/a RBC Wealth ManagementMar 2013 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
Tableaux Wealth
Legal name: Tableaux LLC
$229.7MAssets managed
209Clients
5Advisers
1 yearIn 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
- 6174330
- Firm CRD
- 319355