Matthew Welsh
Investment adviser representative at Cetera Investment Advisers LLC
18 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
18 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Porter, Muirhead, Cornia & Howard (pmch)Jul 2023 to now
- Porter, Muirhead, Cornia, & Howard Wealth Advisors (pmch WealthJul 2023 to now
- Vilar Performing Arts CenterJan 2023 to now
- Brush Creek Financial Advisors LLCJan 2021 to now
- Matt Welsh PhotographyAug 2020 to now
- The Hythe VailAug 2020 to now
- Vail Marriott Mountain ResortMay 2008 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Apr 2024 to Sep 2025
- Avantax Advisory ServicesAug 2020 to Sep 2025
- Avantax Investment Services, IncAug 2020 to Sep 2025
- Lodge At VailDec 2018 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MT, WY).
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
- 7281887
- Firm CRD
- 105644