Matthew Stephens

Matthew Stephens is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

Registration history (8)

FirmFromToCurrent
CETERA INVESTMENT ADVISERS LLC2025-09-05presentYes
AVANTAX ADVISORY SERVICES2020-11-242025-09-05
AVANTAX ADVISORY SERVICES2019-07-222020-11-18
EDWARD D. JONES & CO., L.P.2019-05-242019-07-09
AVANTAX ADVISORY SERVICES2016-07-182019-03-01
MORGAN STANLEY SMITH BARNEY LLC2016-02-092016-06-10
PNC MANAGED ACCOUNT SOLUTIONS, INC.2015-01-132015-11-25
EDWARD D. JONES & CO., L.P.2013-02-262014-12-15

More