MG
Matthew V. Gold
CETERA INVESTMENT ADVISERS LLC
GAINESVILLE, FL
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CRD#: 6175154
MG
Professional summary
Matthew Victor Gold, who also goes by Matt V. Gold, Matthew "mg" Gold, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Gainesville, Florida and CETERA WEALTH SERVICES, LLC located in Gainesville, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt V. Gold | Matthew "mg" Gold
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) GOLD FINANCIAL GROUP; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; AS A DBA, ALL MY BUSINESS WITH SUMMIT BROKERAGE WILL OPERATE UNDER THIS NAME, WHICH INCLUDES TRANSCTIONAL BUSINESS, ADVISORY BUSINESS, AND OTHER APPLICABLE WORK SUCH AS INSURANCE SALES AS CLIENT NEEDS ARISE; DIRECTOR/FINANCIAL ADVISOR; 02/19/2019; APPX 160 HOURS/MONTH; APPX 160 HOURS/MONTH DURING TRADING; I WILL BE PERFORMING THE SAME DUTIES AS I DO NOW WITH SUMMIT BROKERAGE SERVICES; THIS LLC IS TO ACT AS THE DBA FOR MY BUSINESS WITH SUMMIT BROKERAGE 2) NAME OF OTHER BUSINESS: FRIENDS OF ELIJAH MANLEY INVESTMENT RELATED: NO, ADDRESS: 300 SW 2ND ST., SUITE 9, FORT LAUDERDALE, FL, 33312 NATURE OF BUSINESS: POLITICAL START DATE: 03/2020 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: FILE REPORTS OF DONATIONS AND EXPENDITURES FOR FLORIDA POLITICAL COMMITTEE; 3. NAME OF OTHER BUSINESS: THEHOMEMAG; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOME IMPROVEMENT SOCIAL MEDIA; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: SOCIAL MEDIA MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CREATING AND SHARING POSTS PROMOTING HOME IMPROVEMENT BUSINESSES ON SOCIAL MEDIA ACCOUNTS; 4) NAME OF OTHER BUSINESS: KESHER CREATIVE STUDIO LLC , INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: ARTS & CRAFTS, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP LASER CUT DESIGNS FOR MY WIFE'S CRAFT BUSINESS;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Victor Gold'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
May 8, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GAINESVILLE, FL
Current
September 20, 2019 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
GAINESVILLE, FL
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
November 14, 2018 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
CLEARWATER, FL
Past
October 11, 2018 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
GAINESVILLE, FL
Past
January 2, 2018 - October 11, 2018
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GAINESVILLE, FL
Past
August 8, 2017 - October 11, 2018
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
GAINESVILLE, FL
Past
November 21, 2014 - June 2, 2017
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
DAVIE, FL
Past
August 11, 2014 - June 2, 2017
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
Davie, FL
Past
July 17, 2013 - August 21, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
POMPANO BEACH, FL
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
Delaware(9/20/2019)
RR
Florida(9/21/2019)
IAR
Florida(5/8/2023)
RR
Georgia(9/20/2019)
RR
Maryland(9/20/2019)
RR
Mississippi(9/20/2019)
RR
New Jersey(9/20/2019)
RR
Virginia(9/20/2019)
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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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.
