Charles Haze Matthews
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Trinity Wealth Securities, LLCDec 2025 to Jun 2026
- Florida Financial Advisors dba Georgia Financial AdvisorsAug 2025 to Jun 2026
- First CitizensMay 2024 to Aug 2024
- Savannah River Mission CompletionMay 2023 to Jul 2023
- Wades RestaurantJan 2023 to May 2024
- Red LobsterDec 2022 to Aug 2023
- Wofford CollegeAug 2021 to May 2025
- Reserve Club WoodsideApr 2018 to Apr 2021
- South Aiken High SchoolAug 2017 to May 2021
- St Mary'sAug 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8151333
- Firm CRD
- 105644