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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-09
MO RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2026-06-09
  • MO RA
    APPROVED
    Since 2025-11-20

Branch Locations

5700 Oakland Ave Suite 400, St. Louis, MO 63110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Effective Spend Austin TX 03/2021 12/2021
Texas Public Policy Foundation Austin TX 01/2021 05/2021
Gentrifi Gps Allen TX 05/2020 10/2020
Altair Global Plano TX 06/2018 08/2018
Independence High School Frisco TX 08/2014 06/2017
The University Of Texas At Austin Austin TX 08/2017 05/2021
The Vanguard Group, Inc. Plano TX 01/2022 08/2023
Fidelity Investments Westlake TX 09/2023 12/2023
Wells Fargo Advisors St. Louis MO 01/2024 03/2025
Precision Wealth Strategies St. Louis MO 04/2025 11/2025
Renaissance Financial St. Louis MO 11/2025 Present
Cetera Wealth Services, Llc El Segundo CA 11/2025 Present
Cetera Investment Advisor Schaumburg IL 11/2025 Present
  • 03/2021 → 12/2021
    Effective Spend
    Austin, TX
  • 01/2021 → 05/2021
    Texas Public Policy Foundation
    Austin, TX
  • 05/2020 → 10/2020
    Gentrifi Gps
    Allen, TX
  • 06/2018 → 08/2018
    Altair Global
    Plano, TX
  • 08/2014 → 06/2017
    Independence High School
    Frisco, TX
  • 08/2017 → 05/2021
    The University Of Texas At Austin
    Austin, TX
  • 01/2022 → 08/2023
    The Vanguard Group, Inc.
    Plano, TX
  • 09/2023 → 12/2023
    Fidelity Investments
    Westlake, TX
  • 01/2024 → 03/2025
    Wells Fargo Advisors
    St. Louis, MO
  • 04/2025 → 11/2025
    Precision Wealth Strategies
    St. Louis, MO
  • 11/2025 → Present
    Renaissance Financial
    St. Louis, MO
  • 11/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 11/2025 → Present
    Cetera Investment Advisor
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: COMPLIANCE SUPERVISION SPECIALIST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: GENERAL COMPLIANCE SUPERVISION; 2. NAME OF OTHER BUSINESS: MOTHER OF PERPETUAL HELP FINANCE COUNCIL INVESTMENT RELATED: NO ADDRESS: 200 NORTH LANGE AVENUE, MARYVILLE IL 62062 NATURE OF BUSINESS: CHARITY START DATE: 4/22/2026 POSITION/TITLE/RELATIONSHIP: FINANCE COUNCIL MEMBER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVICE, PLANNING, REVIEW, REPORTING, FUNDRAISING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
S63 Uniform Securities Agent State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2024-02-07
  • S63 Uniform Securities Agent State Law Examination
    2022-04-08
Other Names
  • Matthew Truty
  • Matthew Michael Truty

View on SEC IAPD

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