AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Matthew R. Stucke

CETERA INVESTMENT ADVISERS LLC
MILTON, GA 30004
Some features on this profile are disabled
CRD#: 4840895
MS

Professional summary


Matthew Ryan Stucke, AIF®, who also goes by Matt Stucke, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Milton, Georgia and CETERA WEALTH SERVICES, LLC located in Milton, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Stucke

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. NAME OF OTHER BUSINESS: MACROCARPA PRIVATE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: MARKETING NAME/DBA START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT; 2. NAME OF OTHER BUSINESS: CAMBRIDGE GIRLS SOCCER, INVESTMENT RELATED: NO, ADDRESS: 2845 BETHANY BEND, MILTON, GA 30004, NATURE OF BUSINESS: NON-PROFIT, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: VOLUNTEER BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN DAY TO DAY OPERATIONS DURING THE 2023/2024 SEASON; 3. NAME OF OTHER BUSINESS: MATT STUCKE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR EXPENSE MANAGEMENT; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR EXPENSE MANAGEMENT; 4. NAME OF OTHER BUSINESS: MPW STRATEGY; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR/ FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Ryan Stucke'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®
AIF®

Experience


Current

March 23, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 3000 Heritage Walk Ste 302, Milton, GA 30004
RIA
CRD#: 105644
MILTON, GA
Current

October 26, 2022 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 3000 Heritage Walk Ste 302, Milton, GA 30004
BD
CRD#: 13572
Milton, GA
Past

October 28, 2022 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
Milton, GA
Past

May 18, 2020 - November 4, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Milton, GA
Past

May 18, 2020 - November 4, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Milton, GA
Past

February 7, 2018 - May 8, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ALPHARETTA, GA
Past

January 25, 2018 - May 8, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ALPHARETTA, GA
Past

November 12, 2013 - January 31, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ATLANTA, GA
Past

November 8, 2013 - January 31, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ATLANTA, GA
Past

June 21, 2010 - November 18, 2013

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

June 14, 2010 - November 18, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

December 15, 2008 - June 22, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
FARGO, ND
Past

December 5, 2008 - June 22, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
FARGO, ND
Past

March 2, 2007 - December 11, 2008

EDWARD JONES

RIA
CRD#: 250
FARGO, ND
Past

October 5, 2005 - December 11, 2008

EDWARD JONES

BD
CRD#: 250
FARGO, ND
Past

February 25, 2005 - October 11, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

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
(11/2/2022)
RR
California
(10/26/2022)
RR
Colorado
(11/2/2022)
RR
Florida
(10/26/2022)
RR
Georgia
(10/26/2022)
IAR
Georgia
(3/23/2023)
RR
Maryland
(11/18/2022)
RR
Minnesota
(10/26/2022)
RR
Montana
(10/26/2022)
RR
Nevada
(6/12/2023)
RR
New Hampshire
(11/2/2022)
RR
North Dakota
(10/26/2022)
RR
South Carolina
(10/26/2022)
RR
Tennessee
(10/26/2022)
RR
Washington
(10/26/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product 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
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
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Milton, GA 30004

TRUST BUT VERIFY

Monitor Matthew Stucke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
KC
Kermit CottrellAdvisorCheck Check Mark
STATE FARM VP MANAGEMENT CORP.
RR
Dunwoody, GA
MH
Matthew HudzinaAdvisorCheck Check Mark
MORGAN STANLEY
RR
Alpharetta, GA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics