Matthew Atwood
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Timewise Financial LLCJun 2019 to now
- Avantax Advisory ServicesApr 2020 to Sep 2025
- Avantax Insurance Agency, LLCAug 2019 to Sep 2025
- Avantax Investment Services, Inc.Jun 2019 to Sep 2025
- Ups Supply Chain SolutionsJan 2019 to May 2019
- E*trade Securities LLCJan 2018 to Dec 2018
- The Back Porch Oyster BarAug 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6905651
- Firm CRD
- 105644