# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2025-09-05 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2020-11-24 | 2025-09-05 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2019-07-22 | 2020-11-18 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2019-05-24 | 2019-07-09 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2016-07-18 | 2019-03-01 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-02-09 | 2016-06-10 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2015-01-13 | 2015-11-25 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2013-02-26 | 2014-12-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6137307)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6137307.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.