Kevin Scott Matthews

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

• 08/2020 → 05/2025
  George Mason University - School Of Business
  Fairfax, VA
• 07/2016 → Present
  Beta Solutions Cpa Llc
  Tyson's Corner, VA
• 10/2023 → 09/2025
  Avantax Investment Services Inc.
  Tyson's Corner, VA
• 10/2023 → 09/2025
  Avantax Advisory Services
  Tyson's Corner, VA
• 10/2014 → 10/2016
  Kpmg, Llp
  Mclean, VA
• 03/2014 → 06/2020
  University Of Maryland, Global Campus
  Largo, MD
• 07/2016 → Present
  Beta Solutions Cpa Llc
  Tysons, VA
• 08/2020 → 05/2025
  George Mason University - School Of Business
  Fairfax, VA
• 12/2023 → Present
  Stoic Investments, Llc
  Vienna, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Silver Spring, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-05 → 2025-09-05
  Avantax Advisory Services
  Tysons, VA
  Dallas, TX
  Chantilly, VA
  Silver Springs, MD

Other Businesses

1) BETA SOLUTIONS CPA LLC POSITION: Managing Member NATURE: We are a CPA firm that provides the following products and services: Tax Return Preparation for Individuals. Tax Return Preparation for Estates and Trusts. Tax Return Preparation for Business Entities. Audits, Reviews and Compilations Services for business entities. Finally, the firm produces tax based financial consulting and planning services along with tax projections and estimated payment calculations. INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 65 START DATE: 07/31/2016 ADDRESS: 8245 Boone Blvd, Suite 580, Tysons VA 22182, United States DESCRIPTION: I run the company and review all work prepared in the firm before releasing to clients. I prepare and Review Tax Returns for Individuals, Corporations, Estates and Trusts for Income Tax, Nonprofits, Transfer Tax Returns. Prepare and Review Audits, Review and Compile financial statements. Perform tax projections and tax advisory notices. Review and plan IRS notice responses. Market to potential clients (sending out advertisements, meeting with potential clients, socializing at chamber events). 2) STOIC INVESTMENTS, LLC POSITION: Owner/Financial Advisor NATURE: Stoic is my DBA where I offer services that are support through my affiliation with Avantax as an agent of Avantax' Broker/Dealer work and the Avantax Investment Advisor services as a representative. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/28/2023 ADDRESS: 8245 Boone Blvd, Suite 580, Tysons VA 22182, United States DESCRIPTION: Management of the Activity. Agent of Broker/Dealer for Avantax products and services Representative of Investment Advisor services through Avantax. What will not happen: No employees. 3) NAME OF OTHER BUSINESS: RETREAT AT WESTFIELDS HOA INVESTMENT RELATED: NO; ADDRESS: 4800 WESTFIELDS BLVD #310 CHANTILLY, VA 20153; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: TREASURER/SECRETARY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONITOR FINANCIAL STATEMENTS AND REPORT TO THE BOARD AND MEMBERS, TAKE NOTES AND POST THE MEETING MINUTES TO ENSURE ADMINISTRATIVE FUNCTIONS ARE MET ;

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22

Designations

• Certified Financial Planner

Other Names

• Kevin S Matthews