Matthew Levett
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2026 to now
- Cambridge Investment Research Inc.Oct 2023 to now
- Legacy Benfit Services LLCDec 2014 to now
- Gallatin Valley YmcaAug 2020 to Oct 2023
- UnemployedMar 2020 to Dec 2020
- Norton Manley PaintingJun 2019 to Sep 2019
- Riverside Country ClubMar 2019 to Jun 2019
- Pour House Bar and GrillOct 2018 to Feb 2021
- Blasting TechnologiesMar 2018 to Aug 2018
- Montana State University of BozemanJan 2018 to Dec 2022
- Five GuysNov 2017 to Dec 2017
- Mountain Hot TubAug 2017 to Oct 2017
- Beartooth Arch & FenceMay 2017 to Aug 2017
- Evergreen Lawn MaintenanceMar 2017 to May 2017
- Cherry Hills Country ClubNov 2016 to Feb 2017
- Red RobinJan 2016 to Mar 2017
- Sports AuthorityAug 2013 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7794337
- Firm CRD
- 134139