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Matthew Tyler Foster

Investment adviser representative at Cerity Partners LLC
13 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 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 feePerformance-based

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

13 years in the industry.

  1. Cerity Partners LLCAug 2024 to now
  2. Dollar Tree, Inc.Aug 2022 to Jul 2024
  3. Virginia Beach City Public SchoolsAug 2018 to Aug 2022
  4. City of Virginia BeachAug 2013 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (VA).

Cerity Partners LLC

$161.7BAssets managed
26,230Clients
678Advisers
16 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
7969562
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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