Matthew B. Carney

CEREDEX VALUE ADVISORS LLC

BROOKHAVEN, GA

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CRD#: 6689375

Professional summary

Matthew B Carney is a registered financial advisor currently at CEREDEX VALUE ADVISORS LLC located in Brookhaven, Georgia and VP DISTRIBUTORS LLC located in Atlanta, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Matthew has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

TOWNHOME RENTAL PROPERTY; NOT INVESTMENT RELATED; 2311 BRIX STREET, ORLANDO, FL 32804; NATURE OF OTHER BUSINESS: RENTAL PROPERTY; POSITION: OWNER/MANAGER; START DATE: 11/1/14; 1 HRS/MONTHLY DEVOTED TO OTHER BUSINESS; 1 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: MANAGE RENTAL PROPERTY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew B Carney'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®

None

Experience

Current

March 11, 2024 - Present

CEREDEX VALUE ADVISORS LLC

RIA

CRD#: 146023

BROOKHAVEN, GA

Current

May 24, 2021 - Present

VP DISTRIBUTORS LLC

Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305

CRD#: 3036

Atlanta, GA

Past

June 10, 2021 - March 7, 2024

VIRTUS CAPITAL ADVISERS, LLC

RIA

CRD#: 107346

BROOKHAVEN, GA

Past

February 7, 2020 - April 28, 2021

ALPS DISTRIBUTORS, INC.

CRD#: 16853

Alpharetta, GA

Past

August 8, 2019 - May 21, 2021

VIDENT ASSET MANAGEMENT

RIA

CRD#: 286622

ALPHARETTA, GA

Past

September 5, 2018 - July 26, 2019

EDGE CAPITAL GROUP, LLC

RIA

CRD#: 297596

ATLANTA, GA

Past

October 3, 2017 - August 16, 2018

EDGE ADVISORS, LLC

RIA

CRD#: 142261

ATLANTA, GA

Past

July 21, 2017 - October 24, 2017

HERNDON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 113538

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".

CEREDEX VALUE ADVISORS LLC

CRD#: 146023 / SEC#: 801-68739

RIA

Registered Investment Advisory firm - (1/15/2008 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.

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

Connecticut
(5/24/2021)

Florida
(5/24/2021)

Georgia
(5/24/2021)

IAR

Georgia
(3/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/26/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/7/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/18/2019

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 5/20/2020

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CEREDEX VALUE ADVISORS LLC

CRD#: 146023 / SEC#: 801-68739

RIA

Registered Investment Advisory firm - (1/15/2008 Approved)

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Contact information

Main Address

1290 Palmetto Ave., Winter Park, FL 32789

Mailing Address

Phone number

(407) 674-1270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEREDEX FORM ADV PART 2A 06122025 FINAL (6/12/2025)

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 5,163,385,981

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.

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Firm Stability Insights

Matthew B. Carney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew B Carney's CRS (Customer Relationship Summary).

Certified licenses

Experience

VP DISTRIBUTORS LLC

VIRTUS CAPITAL ADVISERS, LLC

ALPS DISTRIBUTORS, INC.

VIDENT ASSET MANAGEMENT

EDGE CAPITAL GROUP, LLC

EDGE ADVISORS, LLC

HERNDON CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

CEREDEX VALUE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2020

Series 65

Date: 7/20/2017

Series 7TO

Date: 2/7/2020

SIE

Date: 10/18/2019

Series 24

Date: 5/20/2020

FINRA

Current Firm

CEREDEX VALUE ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEREDEX VALUE ADVISORS LLC

TRUST BUT VERIFY

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