MC
Matthew A. Childs
KESTRA ADVISORY SERVICES
Peachtree Corners, GA 30092
Some features on this profile are disabled
CRD#: 5584941
MC
Matthew Allen ChildsKESTRA ADVISORY SERVICES
Professional summary
Matthew Allen Childs, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Peachtree Corners, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Peachtree Corners, Georgia.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Business Name: Riverside Partners, LP Investment Related: Yes Address: 175 Fernly Park Drive Johns Creek GA 30022 Nature of Business: Other Other/None of the Above Manage personal investments only. Position, Title or Relationship: Partner Start Date: 8/28/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage personal investments. Business Name: The Intersect Group Investment Related: No Address: 10 Glenlake Parkway Atlanta GA 3038 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Provides contract IT and Accounting staff to businesses Position, Title or Relationship: Member and advisory board member Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend meetings, provide business advice Business Name: Childs Company, LLC Investment Related: Yes Address: 3438 Peachtree Road Atlanta GA 30326 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Managing Member Start Date: 9/1/2001 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Manage the firm Business Name: 3145 Medlock Bridge Partners, LLC Investment Related: Yes Address: 3145 Medlock Bridge Rd Norcross GA 30071 Nature of Business: Real Estate Position, Title or Relationship: Manager Start Date: 10/25/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General oversight of the property Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Corners Outreach Investment Related: No Address: 2 Sun Court, Suite 220 Peachtree Corners GA 30092 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board member Start Date: 8/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend meetings and events to support the non profit Business Name: Johns Creek Partners, LLC Investment Related: No Address: 175 Fernly Park Drive Johns Creek GA 30022 Nature of Business: Other Other/None of the Above None. Position, Title or Relationship: member Start Date: 8/25/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: No duties or obligations. Business Name: WH Bass, Inc. Investment Related: No Address: 11300 Johns Creek Parkway Johns Creek GA 30022 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director Start Date: 2/15/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend Board meetings
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Allen Childs'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®
CFP®
Start date: 2008
Experience
Current
May 2, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 655 Engineering Drive Suite 125, Peachtree Corners, GA 30092RIA
CRD#: 283330
Peachtree Corners, GA
Current
October 15, 2008 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 655 Engineering Drive Suite 125, Peachtree Corners, GA 30092BD
CRD#: 42046
Peachtree Corners, GA
Past
November 21, 2008 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Alabama(10/14/2014)
RR
Colorado(3/31/2022)
RR
Florida(12/24/2009)
RR
Georgia(11/21/2008)
IAR
Georgia(5/2/2016)
RR
Louisiana(7/30/2025)
RR
Minnesota(7/1/2009)
RR
New York(12/18/2024)
RR
North Carolina(8/5/2022)
RR
Oklahoma(10/7/2025)
RR
Oregon(5/10/2023)
RR
South Carolina(8/30/2012)
RR
Texas(1/9/2009)
IAR
Texas(10/19/2023)
RR
Utah(10/7/2025)
RR
Wyoming(11/21/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
