Paul A. Matheson

CHEVIOT VALUE MANAGEMENT

LOS ANGELES, CA

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CRD#: 322750

Professional summary

Paul Allen Matheson is a registered financial advisor currently at CHEVIOT VALUE MANAGEMENT, LLC located in Los Angeles, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Paul has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 5, Series 1, Series 4, Series 40 and Series 12 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Allen Matheson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 1, 2022 - Present

CHEVIOT VALUE MANAGEMENT, LLC

RIA

CRD#: 166291

LOS ANGELES, CA

Past

April 3, 2009 - October 14, 2022

WEDBUSH SECURITIES INC.

RIA

CRD#: 877

LOS ANGELES, CA

Past

April 3, 2009 - October 14, 2022

WEDBUSH SECURITIES INC.

CRD#: 877

PASADENA, CA

Past

July 8, 1997 - April 15, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CENTURY CITY, CA

Past

August 31, 1992 - April 15, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CENTURY CITY, CA

Past

September 12, 1978 - November 5, 1991

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

December 2, 1976 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

CRD#: 640

Past

December 26, 1972 - November 4, 1976

DEAN WITTER & CO. INCORPORATED

CRD#: 6466

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".

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 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.

Highlighted states indicate IAR registrations

IAR

California
(10/1/2022)

IAR

Texas
(10/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/21/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 5

Date: 11/9/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 1

Date: 12/11/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/13/1977

Registered Options Principal Examination

Principal/Supervisory Exam

Series 40

Date: 1/31/1977

Registered Principal Examination

Principal/Supervisory Exam

Series 12

Date: 12/13/1976

NYSE Branch Manager Examination

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 Approved)

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Contact information

Main Address

433 North Camden Drive Suite 800, Beverly Hills, CA 90210

Mailing Address

Phone number

(310) 451-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHEVIOT ADV 2A AND 2B (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,216
AUM (Assets Under Management)	$ 963,340,637

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.

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Firm Stability Insights

Paul A. Matheson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Allen Matheson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEDBUSH SECURITIES INC.

WEDBUSH SECURITIES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

DEAN WITTER & CO. INCORPORATED

Primary Firm SEC Registration

CHEVIOT VALUE MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/21/1986

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 5

Date: 11/9/1981

Series 1

Date: 12/11/1972

Series 4

Date: 9/13/1977

Series 40

Date: 1/31/1977

Series 12

Date: 12/13/1976

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHEVIOT VALUE MANAGEMENT, LLC

TRUST BUT VERIFY

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