MC
MC

Matthew Chellis

24 Years of Experience
St. Louis, MO
1 DisclosureBrokerSells Insurance

Matthew Chellis is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

St. Louis, MO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent selling fixed insurance products since 2009, dedicating minimal time to it. He also works as a roving deputy monitor for the St. Louis County Board of Election and owns a law practice, spending about 10-20% of his time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2005 - June 2021 · 16 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2005 - June 2021 · 16 yrs 5 mos
Linsco/private Ledger CORP.
June 2004 - October 2004 · 4 mos
Linsco/private Ledger CORP.Broker
June 2004 - October 2004 · 4 mos
Ws Griffith Securities, INC.
July 2002 - June 2004 · 1 yr 11 mos
Ws Griffith Securities, INC.Broker
March 2001 - June 2004 · 3 yrs 3 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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
No exam information available for this advisor.
Matthew Chellis - Financial Advisor | TrueAdvisor