Matthew Christopher Howard

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

• 02/2014 → 10/2021
  Guardian Life Ins
  Temecula, CA
• 09/2014 → 10/2021
  Park Ave Securities
  Temecula, CA
• 11/2017 → 10/2021
  Guardian Life Insurance
  La Jolla, CA
• 11/2017 → 10/2021
  Park Avenue Securities
  La Jolla, CA
• 10/2021 → 05/2023
  Guardian Life Insurance Company
  San Diego, CA
• 10/2021 → 01/2023
  Park Avenue Securities
  San Diego, CA
• 05/2023 → 06/2025
  Lpl Financial Llc
  Greenville, SC
• 05/2023 → 06/2026
  Fidelity Bank
  Greenville, SC
• 06/2025 → 06/2026
  Capital Investment Group. Inc
  Raleigh, NC
• 06/2025 → 06/2026
  Capital Investment Advisory Services, Llc
  Raleigh, NC
• 01/2023 → Present
  Foothills Property Group
  Travelers Rest, SC
• 03/2024 → Present
  Personal Rental Property
  Greenville, SC
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2026 → Present
  Home Plate Financial
  Travelers Rest, SC

Previous Registrations

• 2025-06-10 → 2026-07-01
  Capital Investment Advisory Services, Llc
  Greenville, SC
  Raleigh, NC
  Cary, NC
• 2023-05-12 → 2025-06-23
  Lpl Financial Llc
  Greenville, SC
  Greenville, SC
  San Diego, CA
• 2015-03-16 → 2022-12-31
  Park Avenue Securities Llc
  Temecula, CA
  Temecula, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 7/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT, INSURANCE AND SECURITIES; 2. NAME OF OTHER BUSINESS: FOOTHILLS PROPERTY GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENTS APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LICENSED REAL ESTATE AGENT ASSISTING IN PURCHASES AND SALES OF RESIDENTIAL PROPERTIES; 3. NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: NO ADDRESS: GREENVILLE, SC NATURE OF BUSINESS: PERSONAL RENTAL PROPERTY START DATE: 3/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RECEIVE RENT AND PROPERTY MANAGEMENT DUTIES; 4. NAME OF OTHER BUSINESS: HOME PLATE FINANCIAL INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2015-02-27

Other Names

• Matthew Christopher Howard
• Matthew C Howard