MG
Matthew G. Geer
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Troy, PA 16947
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CRD#: 4809921
MG
Professional summary
Matthew G Geer, who also goes by Matthew Gates Geer, Matthew Gates Greer, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Troy, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Troy, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Gates Geer | Matthew Gates Greer
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) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2018, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 2) HARVEST ROCK ADVISERS, 784 CANTON ST TROY PA, 02/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO 1 HR/MO TRADING 3) KIDS CAN'T FIGHT CANCER ALONE, PO BOX TROY PA, BOARD MEMBER, NON-PUBLIC ENTITY, 06/2020, TREASURER, 4/MO 0/TRADING 4) TROY AREA JR/SR HIGH SCHOOL, 68 FENNER AVE GTROY PA, JUNIOR HIGH TRACK AND FIELD COACH, 03/2020, NIR, 10/WK 0/TRADING 5) L3GACY LLC, 1218 BIG POND ROAD COLOMBIA CROSS ROADS PA, 06/2018, TREASURER, HOLDING COMPANY NIR, 1 HR/MO 0 HR/MO TRADING 6) NON SANS CAUSE LLC, 266 RIDGE RUN DR COLOMBIA CROSS ROADS PA, 02/2023, OWNER, PASS THROUGH ENTITY, INV REL, 1 HR/MO 0 HR/MO TRADING 7) CROSSFIT COACH, 501 Elmira St, Troy PA 16947, United States, 08/16/2024, Coach, Sport/Fitness/Gaming, NIR, 0 HR/MO 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Matthew G Geer'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
February 20, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 784 Canton Street, Troy, PA 16947RIA
CRD#: 134139
Troy, PA
Current
February 20, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 784 Canton Street, Troy, PA 16947BD
CRD#: 39543
Troy, PA
Past
October 11, 2011 - March 2, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
MANSFIELD, PA
Past
October 11, 2011 - March 2, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
MANSFIELD, PA
Past
November 28, 2006 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 13787
MANSFIELD, PA
Past
November 27, 2006 - October 11, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
MANSFIELD, PA
Past
August 12, 2004 - July 25, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
Alaska(1/3/2022)
RR
Florida(2/20/2018)
RR
Maine(1/3/2022)
RR
Massachusetts(2/13/2025)
RR
New York(2/20/2018)
RR
North Carolina(1/9/2023)
RR
Ohio(1/3/2022)
RR
Pennsylvania(2/20/2018)
IAR
Pennsylvania(2/20/2018)
RR
Texas(7/22/2023)
IAR
Texas(7/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
