MW
Matthew B. White
CETERA INVESTMENT ADVISERS LLC
Dallas, TX
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CRD#: 3039904
MW
Professional summary
Matthew Blaise White is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dallas, Texas and CETERA WEALTH SERVICES, LLC located in Baytown, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2) Tiller & Company PC, CPAs 300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Tax Preparation/Accounting Other 1/1/1993 10hrs~10hrs Prepare and review a limited number of tax returns. Meet with clients, provide tax consulting services to firm clients, provide technical tax assistance to firm's employees. 3) M. White Financial Services 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Tax Preparation/Accounting Owner/Sole Proprietor 6/25/2003 2hrs~0hrs Tax preparation 4) Baytown Christian Foundation 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Other Vice President 1/1/2007 1hrs~0hrs Charitable Foundation supporting Christian Education 5) Matthew White 1300 Rollingbrook Drive, Suite 603 Baytown TX 77521 Independent Insurance Agent Insurance Sales Agent 5/24/2005 1hrs~1hrs sale of insurance based products 6) WHITE SUPPLY CO, LLC POSITION: Owner NATURE: Entity formed for the purpose of buying direct from manufacturers for items related to home renovation and potentially for future rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2018; ADDRESS: 3702 Binkley Avenue, Dallas TX 75205, United States; DESCRIPTION: Owner. 7) SMU PARENT LEADERSHIP COUNCIL POSITION: Board Member NATURE: Parent liaison between students/families and the University. Requires volunteering at various campus sponsored events and a nominal annual donation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: SMU, Dallas TX 75205, United States DESCRIPTION: Attend 2 in person meetings and 1 virtual meeting each year. Volunteer at campus activities. 8) SMU MOTHERS' AND DADS' CLUB POSITION: VP Outstanding Senior Awards NATURE: VP Outstanding Senior Awards (V) - collaborates with the Club Presidents, the Club Board of Directors andUniversity to coordinate the Outstanding Senior Award. Interfaces with each School within the University inselection of students and coordinates the interview process. Will work with University Liaison to establish theplace, date, and time for the ceremony. Coordinates with Treasurer to ensure the event fits into theprescribed budget for the event. Position is (1) term, Club year in duration. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: SMU, Dallas TX 75205, United States DESCRIPTION: collaborates with the Club Presidents, the Club Board of Directors and University to coordinate the Outstanding Senior Award. Interfaces with each School within the University in selection of students and coordinates the interview process. Will work with University Liaison to establish the place, date, and time for the ceremony. Coordinates with Treasurer to ensure the event fits into theprescribed budget for the event. Position is (1) term, Club year in duration. 10) TRUE NORTH PRIVATE WEALTH PARTNERS, LLC POSITION: Member/Owner NATURE: The entity, M. White Financial Services, LLC, is undergoing a name change. All Avantax related activity will be conducted through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 1300 Rollingbrook Drive, Suite 603, Baytown TX 77521, United States DESCRIPTION: Responsible for managing client relationships and operation activity. Same as currently doing for M. White Financial Services. This is only to report a name change.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Blaise White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 1300 Rollingbrook Drive Suite 603, Baytown, TX 77521Office #3: 6615 Snider Plaza Suite 210c, Dallas, TX 75205RIA
CRD#: 105644
Dallas, TX
Current
July 21, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1300 Rollingbrook Drive Suite 603, Baytown, TX 77521Office #2: 6615 Snider Plaza Suite 210c, Dallas, TX 75205Office #4: 6615 Snider Plaza Suite 210c, Dallas, TX 75205BD
CRD#: 13572
Baytown, TX
Past
July 20, 2000 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
BAYTOWN, TX
Past
January 7, 2000 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Baytown, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/21/2025)
RR
Colorado(7/21/2025)
RR
Florida(7/21/2025)
RR
Georgia(7/21/2025)
RR
Illinois(7/28/2025)
RR
Indiana(7/21/2025)
RR
Louisiana(7/21/2025)
RR
Minnesota(7/21/2025)
RR
Mississippi(7/21/2025)
RR
Nevada(9/8/2025)
RR
New Jersey(7/21/2025)
RR
North Carolina(9/9/2025)
RR
Ohio(7/22/2025)
RR
Oklahoma(7/21/2025)
RR
Pennsylvania(9/8/2025)
RR
Texas(7/21/2025)
IAR
Texas(7/21/2025)
RR
Utah(9/8/2025)
RR
Virginia(9/8/2025)
RR
Washington(7/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
