Matthew White
Matthew White is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Baytown, TX, with 26 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1300 Rollingbrook Drive, Suite 603, Baytown, TX, 77521
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2026Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Matthew is involved in several outside business activities, including selling equity indexed annuities through Avantax Insurance Agency and insurance products as an independent agent. He also prepares taxes, is an owner of White Supply Co LLC, and holds positions at Baytown Christian Foundation and SMU.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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