MB
Matthew K. Boudreaux
CETERA INVESTMENT ADVISERS LLC
LAFAYETTE, LA, US, LA 70508
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CRD#: 6547984
MB
Professional summary
Matthew Kyle Boudreaux, CFP®, who also goes by Matt Kyle Boudreaux, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lafayette, La, Us, Louisiana and CETERA WEALTH SERVICES, LLC located in Morgan City, Louisiana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Kyle Boudreaux
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) COMMUNITY FOUNDATION OF ACADIANA POSITION: Investment Committee Memeber NATURE: Investment Committee member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2019 ADDRESS: 1035 Camellia Blvd, #100, Lafayette LA 70508, United States DESCRIPTION: I am involved with the committee in reviewing the performance of the foundation portfolio as well as to a very limited extent (by committee approval only) making changes to the funds as needed (not individually) 2) KCS WEALTH ADVISORS LLC DBA KORE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Financial Advisor providing financial advice and investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/07/2017 ADDRESS: 185 South Beadle Road, Building 2, Lafayette LA 70508, United States DESCRIPTION: Financial Advisor providing financial advice and investment services 3) KCS Wealth Advisors; Financial Advisor; Financial planning and advisory services; IR; 130; 05/17/2016; 185 South Beadle Road Lafayette LA 70508; Financial PlanningAdvisory ServicesMeeting with clientsbranch responsibilities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Kyle Boudreaux'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: 2019
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 185 South Beadle Road Building 2, Lafayette, La, Us, LA 70508Office #2: 1201 David Drive Suite 204, Morgan City, LA 70380RIA
CRD#: 105644
LAFAYETTE, LA, US, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1201 David Drive Suite 204, Morgan City, LA 70380Office #2: 185 South Beadle Road Building 2, Lafayette, LA 70508BD
CRD#: 13572
MORGAN CITY, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MORGAN CITY, LA
Past
June 13, 2017 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Lafayette, LA
Past
June 13, 2017 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LAFAYETTE, LA
Past
October 18, 2016 - May 10, 2017
HANCOCK WHITNEY INVESTMENT SERVICES INC.
RIA
CRD#: 40637
LAFAYETTE, LA
Past
October 18, 2016 - May 10, 2017
HANCOCK WHITNEY INVESTMENT SERVICES INC.
BD
CRD#: 40637
LAFAYETTE, LA
Past
July 1, 2016 - October 3, 2016
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
Baton Rouge, LA
Past
July 1, 2016 - October 3, 2016
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Baton Rouge, LA
Past
January 8, 2016 - July 1, 2016
ESSEX NATIONAL SECURITIES, LLC
BD
CRD#: 25454
Baton Rouge, LA
Past
August 19, 2015 - July 1, 2016
ESSEX NATIONAL SECURITIES, LLC
RIA
CRD#: 25454
Baton Rouge, LA
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
Alabama(9/5/2025)
RR
Arkansas(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Mississippi(9/5/2025)
RR
New Jersey(9/18/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
Exams
State Security Law Exam
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lafayette, La, Us, LA 70508TRUST BUT VERIFY
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