Matthew Anthony Wallace

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

• 06/2021 → 05/2025
  Fidelity Investments
  Merrimack, NH
• 01/2015 → 08/2017
  Northern Essex Community College
  Haverhill, MA
• 09/2017 → 01/2018
  Duncans European Automotive
  Londonderry, NH
• 02/2018 → 09/2018
  Unemployed
  Bedford, NH
• 10/2018 → 06/2019
  Northern Essex Community College
  Haverhill, MA
• 06/2019 → 07/2019
  Whole Foods Market
  Brooklyn, NY
• 10/2020 → 12/2020
  Unemployed
  Bedford, NH
• 01/2021 → 06/2021
  University Of Massachusetts
  Lowell, MA
• 08/2019 → 09/2020
  Whole Foods Market
  Bedford, NH
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  True Wealth Advisor Group Inc.
  Hudson, MA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-03-31 → 2025-06-09
  Strategic Advisers Llc
  Nashua, NH
  Merrimack, NH
  Boston, MA
• 2022-09-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

1. NAME OF OTHER BUSINESS: TRUE WEALTH ADVISOR GROUP INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2022-09-27
• S63 Uniform Securities Agent State Law Examination
  2022-02-03

Other Names

• Matthew Anthony Wallace
• Matthew Wallace