Adviser and broker representative · Kestra Advisory Services, LLC
Matthew D. Waldman
CRD 6253291 · Cedar Grove, NJ
At a glance
Matthew D. Waldman is an investment adviser representative with Kestra Advisory Services, LLC in Cedar Grove, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2022, about 4 years ago. Matthew is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Kestra Advisory Services, LLCSince January 2022Cedar Grove, NJ · $80B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.