Matthew W. Keeter

EQUITY INVESTMENT CORP

Atlanta, GA 30309

Some features on this profile are disabled

CRD#: 4210629

Professional summary

Matthew Wallace Keeter, who also goes by Matt Keeter, is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia and FORESIDE FUNDS DISTRIBUTORS LLC located in Atlanta, Georgia.

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 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Keeter

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.

1) EQUITY INVESTMENT CORPORATION, ATLANTA, GA, INVESTMENT RELATED-INVESTMENT MANAGEMENT, SENIOR DIRECTOR (SALES), PROMOTE EIC PRODUCTS WITHIN SOUTHEAST TERRITORY, START DATE 10/9/17, 160 HOURS PER MONTH WITH 130 DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Wallace Keeter'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

December 21, 2017 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

RIA

CRD#: 283930

Atlanta, GA

Current

October 24, 2017 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

CRD#: 31334

Atlanta, GA

Past

March 19, 2012 - October 5, 2017

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

July 13, 2010 - March 15, 2012

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

March 30, 2007 - July 12, 2010

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

September 1, 2000 - March 30, 2007

ENTERPRISE FUND DISTRIBUTORS, INC.

CRD#: 883

ATLANTA, GA

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".

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 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.

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

Alabama
(10/24/2017)

Georgia
(10/24/2017)

IAR

Georgia
(12/21/2017)

Mississippi
(10/24/2017)

North Carolina
(10/25/2017)

South Carolina
(10/24/2017)

Tennessee
(10/24/2017)

IAR

Texas
(12/21/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/6/2006

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

Mailing Address

Phone number

(404) 239-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,039
AUM (Assets Under Management)	$ 3,051,151,512

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew W. Keeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Wallace Keeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUNDS DISTRIBUTORS LLC

FORESIDE FUND SERVICES, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

GUARDIAN INVESTOR SERVICES LLC

ENTERPRISE FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

EQUITY INVESTMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2017

Series 63

Date: 9/27/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2016

Series 6

Date: 8/31/2000

Series 26

Date: 2/6/2006

FINRA

Current Firm

EQUITY INVESTMENT CORP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY INVESTMENT CORP

TRUST BUT VERIFY

Similar Advisors