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Matthew Waldrop

22 Years of Experience
St. Charles, MO
1 DisclosureBrokerSells Insurance

Matthew Waldrop is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Charles, MO, with 22 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. Charles, MO

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History

Regulatory History (1)
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Customer Dispute
November 2015
Award / Judgment
Other Business ActivitiesSells Insurance

Matthew is involved in several real estate ventures, including ownership of Lucas Plaza LLC, Star Park II LLC, 4570 CRE LLC, W&W Ventures LLC, KP Ranch LLC, and St. Louis Event Parking LLCs. He also works as an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 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.
June 2005 - June 2021 · 16 yrs
Voya Financial Advisors, INC.Broker
April 2003 - June 2021 · 18 yrs 2 mos
State Registrations11 states
CAFLILINMDMNMONCNMSDTN
AdvisorBrokerBoth

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