Matthew Drew Alpert

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

• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Washington, DC
• 11/2016 → 01/2026
  Wells Fargo Clearing Services, Llc
  Washington, DC
• 01/2026 → Present
  Orrstown Bank
  Harrisburg, PA
• 02/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-09-30 → 2026-01-09
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Columbia, MD
  Annapolis, MD
  Greenwood Village, CO
  Annapolis, MD
  St. Louis, MO
  Mclean, VA
  St. Louis, MO
  Bethesda, MD
  Bethesda, MD
  Mclean, VA
  Richmond, VA
  Greenville, DE
  Columbia, MD
  Hunt Valley, MD
  Bel Air, MD
  Newark, DE
  Hunt Valley, MD
• 2015-10-02 → 2016-09-02
  Msi Financial Services, Inc.
  Elkridge, MD
• 2005-08-25 → 2015-09-03
  Td Ameritrade, Inc.
  Potomac, MD
  Glen Allen, VA
• 2006-04-25 → 2015-09-03
  Td Ameritrade Investment Management, Llc
  Bethesda, MD
• 2004-10-20 → 2004-12-09
  Banc Of America Investment Services, Inc.
  New York, NY
• 2002-12-11 → 2004-10-20
  Quick & Reilly, Inc.
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL - CHIEF WEALTH OFFICER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: OVERSEE STRATEGY, GROWTH AND PERFORMANCE FOR WEALTH MANAGEMENT AND TRUST DIVISION; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 9/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: ORRSTOWN BANK - DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: EVP, CHIEF WEALTH OFFICER START DATE: 01/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: SUPERVISORY OF BANK WEALTH EMPLOYEES AND CETERA AFFILIATED EMPLOYEES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-23
• S63 Uniform Securities Agent State Law Examination
  1992-11-04