MW
Matthew Welsh
CETERA INVESTMENT ADVISERS LLC
BOZEMAN, MT 59715
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CRD#: 7281887
MW
Professional summary
Matthew Welsh, who also goes by Matthew Welsh, Matthew Archer Welsh, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bozeman, Montana and CETERA WEALTH SERVICES, LLC located in Bozeman, Montana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Welsh | Matthew Archer Welsh
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) Table Spirits LLC~35 MacDonald St~Eagle~CO~81631~Other~Other~2/12/2019~1hrs~0hrs~Researching spirit production, sourcing, purchasing, bottling, branding, and distributing. Researching viable products / markets on Amazon and where to source merchandise that fits. I am no longer active in either arena. 2)Vail Resorts Hotel Management Company~715 West Lionshead Circle~Vail~CO~81657~Other~Employee~5/15/2008~40hrs~0hrs~Setting up event space for meals and meetings. Serving meals in event space. Cleaning event space. Setting up event space bars. Serving event space bars. Cleaning up event space bars. 3) PORTER, MUIRHEAD, CORNIA, & HOWARD WEALTH ADVISORS (PMCH WEALTH ADVISORS); Servicing Advisor; I will be acting as a financial planner and Investment Advisor Representative in this role. IR; 200HRS; 130 HRS; 07/10/2023; 600 East 1st Street, Casper WY 82601, United States; I will be building financial plans and working on existing plans, both of which will be reviewed by the Lead Advisor before being presented to the respective clients. As Investment Advisor Representative I will be building portfolio recommendations and portfolio maintenance recommendations for prospective and existing clients respectively, both of which will be reviewed by the Lead Advisor before being presented to clients. 4)MATT WELSH PHOTOGRAPHY; Owner / Photographer; I sell photography services to individuals, families, public events, and private events. I photograph people and events, edit those photographs, and deliver final edits to my client.; NIR; 20 HRS; HOURS: 4 HRS; 08/01/2020; 35 MacDonald St, Eagle CO 81631, United States; Owner, photographer, photo editor. My primary activities are booking photography sessions, taking pictures during the photo sessions, and editing / delivering photos from the sessions. 5) THE HYTHE VAIL; On Call Banquet Server; On call banquet server. I have the freedom to pick up shifts that fit my schedule. NIR; 6 HRS, 0 HRS; 08/03/2020; 715 W Lionshead, Vail CO 81657, United States; I have the freedom to pick up shifts that fit my schedule. Duties include setting up, service, and cleaning up catered events at The Hythe: Luxury Collection by Marriott hotel in Vail, CO. 6) PORTER, MUIRHEAD, CORNIA & HOWARD (PMCH); Servicing Advisor; I will be acting as a financial planner and Investment Advisor Representative in this role. IR; 200 HRS; 130 HRS; 07/10/2023; 600 East 1st Street, Casper WY 82601, United States; In my financial planner role I will be building financial plans and working on existing plans, both of which will be reviewed by the Lead Advisor before being presented to the respective clients. As Investment Advisor Representative I will be building portfolio recommendations and portfolio maintenance recommendations for prospective and existing clients respectively, both of which will be reviewed by the Lead Advisor before being presented to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Welsh'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1716 W Main Street Ste 5, Bozeman, MT 59715Office #2: 600 East 1st Street, Casper, WY 82601RIA
CRD#: 105644
BOZEMAN, MT
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1716 W Main Street Ste 5, Bozeman, MT 59715Office #2: 600 East 1st Street, Casper, WY 82601BD
CRD#: 13572
Bozeman, MT
Past
January 6, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Casper, WY
Past
December 10, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Casper, WY
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
Colorado(9/5/2025)
RR
Montana(9/5/2025)
IAR
Montana(9/5/2025)
RR
Virginia(9/5/2025)
RR
Wyoming(9/5/2025)
IAR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2020
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Bozeman, MT 59715TRUST BUT VERIFY
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