Matthew Lee Munsell

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 09/2025
  Avantax Investment Services, Inc.
  Palm Beach Gardens, FL
• 06/2010 → 09/2025
  Avantax Insurance Agency, Llc
  Palm Beach Gardens, FL
• 01/2012 → 09/2025
  Avantax Advisory Services
  Palm Beach Gardens, FL
• 01/2022 → Present
  Blue Water Accounting & Asset Management Inc
  Palm Beach Gardens, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2012-05-09 → 2025-09-05
  Avantax Advisory Services
  Jupiter, FL
  Palm Beach Gardens, FL

Other Businesses

1) BLUE WATER ACCOUNTING & ASSET MANAGEMENT INC POSITION: President NATURE: Corporate bookkeeping and tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2022; ADDRESS: 1983 PGA Blvd, Suite 102, Palm Beach Gardens FL 33408; 1. Personal tax returns2. Corporate tax returns3. IRS Audits4. Sales and payroll tax returns5. ITIN applications

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-25
• S63 Uniform Securities Agent State Law Examination
  2009-08-12

Designations

• Certified Financial Planner

Other Names

• Matthew Munsells
• Matt Lee Munsell
• Matthew Munsell