Matthew Anthony Wallace
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- True Wealth Advisor Group Inc.Jun 2025 to now
- Fidelity InvestmentsJun 2021 to May 2025
- University of MassachusettsJan 2021 to Jun 2021
- UnemployedOct 2020 to Dec 2020
- Whole Foods MarketAug 2019 to Sep 2020
- Whole Foods MarketJun 2019 to Jul 2019
- Northern Essex Community CollegeOct 2018 to Jun 2019
- UnemployedFeb 2018 to Sep 2018
- Duncans European AutomotiveSep 2017 to Jan 2018
- Northern Essex Community CollegeJan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7402545
- Firm CRD
- 105644