MW
MW
Matthew Wallace is a registered investment advisor at Cetera Investment Advisers LLC, based in Hudson, MA, with 4 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
Loading...
Location
1 Cabot Rd, #225, Hudson, MA, 01749
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
September 2022 - March 2025 · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
January 2022 - June 2025 · 3 yrs 5 mos
State Registrations1 state
MA
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.