Matthew Caleb Cox

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2021 → 08/2021
  First Allied Securities, Inc.
  San Diego, CA
• 08/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 05/2016 → 03/2021
  U.S. Army
  Fort Stewart, GA
• 08/2021 → 08/2026
  Cetera Investment Advisers
  Schaumburg, IL
• 09/2022 → 08/2026
  Cetera Advisors Llc
  Fairview Hghts, IL
• 01/2021 → 08/2026
  Burgdorf Wealth Managers
  Fairview Heights, IL
• 08/2026 → Present
  Kestra Investment Services, Llc
  Fairview Heights, IL
• 08/2026 → Present
  Kestra Advisory Services, Llc
  Fairview Heights, IL

Previous Registrations

• 2022-08-15 → 2026-08-12
  Cetera Investment Advisers Llc
  Fairview Heights, IL
  Swansea, IL

Other Businesses

Name: BURGDORF WEALTH MANAGERS POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2021 ADDRESS: 6001 Old Collinsville Road, Fairview Heights IL 62208, United States DESCRIPTION: Rebalancing accounts Meeting with clients Recommending appropriate insurance coverages Illustrating retirement and/or savings projections Explaining our investment models Answering client questions by phone and email Participating in team meetings (ex office staff meetings, vendor meetings, investment model meetings)

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16

Designations

• Certified Financial Planner