MP
Matthew B. Price
FINANCIAL MANAGEMENT STRATEGIES
Broadview Hts., OH 44147
Some features on this profile are disabled
CRD#: 4697031
MP
Professional summary
Matthew Burke Price is a registered financial advisor currently at FINANCIAL MANAGEMENT STRATEGIES, INC. located in Broadview Hts., Ohio and CETERA INVESTMENT ADVISERS LLC located in Akron, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.
(1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS) 6 SECURITITES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS, START DATE 5/2009 (2) INVESTMENT ADVISOR - FINANCIAL MANAGEMENT STRATEGIES, INC. - 10 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 5/2009 (3) NAME OF OTHER BUSINESS: WADSWORTH SCHOOLS; INVESTMENT RELATED: NO; ADDRESS: 625 BROAD ST, WADSWORTH, OH 44281; NATURE OF BUSINESS: FOOTBALL COACHING; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: COACH; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: COACHING FOOTBALL; (4) NAME OF OTHER BUSINESS: PILLAR FINANCIAL GROUP LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: FOUNDING PARTNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (5) NAME OF OTHER BUSINESS: WADSWORTH GRIZZLY BASKETBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: 10330 GOLDEN RIDGE DRIVE WADSWORTH, OH 44281; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: YOUTH BASKETBALL, WILL HELP GROW YOUTH ORGANIZATION;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Burke Price'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 24, 2009 - Present
FINANCIAL MANAGEMENT STRATEGIES, INC.
Office #1: 9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147RIA
CRD#: 120818
Broadview Hts., OH
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3200 W Market St Ste 300, Akron, OH 44333RIA
CRD#: 105644
AKRON, OH
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3200 W Market St Ste 300, Akron, OH 44333BD
CRD#: 13572
Akron, OH
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BROADVIEW HEIGHTS, OH
Past
January 19, 2010 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
VALLEY VIEW, OH
Past
May 7, 2009 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
VALLEY VIEW, OH
Past
May 10, 2006 - May 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MAYFIELD HEIGHTS, OH
Past
May 8, 2006 - May 7, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MAYFIELD HEIGHTS, OH
Past
June 2, 2005 - May 16, 2006
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
CANTON, OH
Past
October 27, 2003 - April 1, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
INDEPENDENCE, OH
Past
October 22, 2003 - April 1, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 22, 2003 - April 1, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Arizona(9/3/2013)
RR
California(9/3/2013)
RR
Colorado(9/3/2013)
RR
Connecticut(9/3/2013)
RR
Florida(9/3/2013)
RR
Georgia(9/3/2013)
RR
Indiana(8/15/2022)
RR
Kansas(5/25/2022)
RR
Kentucky(11/1/2018)
RR
Maryland(9/3/2013)
RR
Massachusetts(7/5/2023)
RR
Michigan(9/3/2013)
RR
Minnesota(8/21/2018)
RR
Missouri(9/3/2013)
RR
Nebraska(3/28/2024)
RR
Nevada(2/29/2024)
RR
New Hampshire(2/29/2024)
RR
New Jersey(9/3/2013)
RR
New York(9/3/2013)
RR
North Carolina(9/3/2013)
IAR
Ohio(7/24/2009)
RR
Ohio(9/3/2013)
RR
Oklahoma(2/29/2024)
RR
Oregon(7/5/2023)
RR
Pennsylvania(9/3/2013)
RR
South Carolina(4/4/2019)
RR
South Dakota(2/29/2024)
RR
Tennessee(6/22/2023)
RR
Texas(8/21/2018)
IAR
Texas(6/29/2023)
RR
Utah(1/11/2019)
RR
Vermont(7/5/2023)
RR
Virginia(9/3/2013)
RR
Washington(6/11/2021)
RR
West Virginia(9/27/2018)
RR
Wisconsin(8/21/2018)
RR
Wyoming(1/9/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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.
