Matthew S. Chester
Professional summary
Matthew Samuel Chester, CFP®, who also goes by Matt Chester, Matthew Chester, is a registered financial advisor currently at TABLEAUX WEALTH located in Great Barrington, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Samuel Chester's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
November 10, 2022 - Present
TABLEAUX WEALTH
Office #1: 80 Maple Avenue Suite 5, Great Barrington, MA 01230May 18, 2021 - November 28, 2022
TRUCLARITY WEALTH ADVISORS
May 14, 2013 - May 25, 2021
RBC CAPITAL MARKETS, LLC
April 24, 2013 - May 25, 2021
RBC CAPITAL MARKETS, LLC
Primary Firm SEC Registration
TABLEAUX WEALTH
CRD#: 319355 / SEC#: 801-131336
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/10/2022)
Exams
Series 7TO
Date: 1/10/2024
General Securities Representative ExaminationCurrent Firm
TABLEAUX WEALTH
CRD#: 319355 / SEC#: 801-131336
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 154,325,991 |
Red Flags
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Company Information
TABLEAUX WEALTH
CRD#: 319355Great Barrington, MA 01230TRUST BUT VERIFY
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