Last Updated: May 2026 — Baytown, Texas
Here’s what you need to know about Matthew B. White:
- CRD Number: 3039904
- Name: Matthew Blaise White
- Current Employer: Cetera Wealth Services, LLC (since 7/2025)
- Current Investment Advisory Firm: Cetera Investment Advisers LLC
- Prior Employers: Avantax Investment Services, Inc. (1/2000-9/2025); Avantax Advisory Services
- Other Business Affiliations: Tax preparation, Tiller & Company PC, CPAs; M. White Financial Services; True North Private Wealth Partners; insurance sales, accounting services, and ownership interests in related businesses
- Passed Exams: Series 24, Series 7, Series 66, and SIE
- Function: Stockbroker / Financial Advisor
- Primary Location: Baytown, Texas
- Can Matt White be sued in FINRA arbitration? Yes
- Pending Customer Dispute involving oil & gas investments Seeks Damages of: Damage amount not yet specified
Did You Lose Money With Matthew B. White as Your Stockbroker?
Matthew B. White is currently the subject of a pending FINRA arbitration alleging unsuitable investment recommendations and breach of fiduciary duty involving oil and gas investments. The arbitration was filed in March 2026 and alleges damages believed to exceed $5,000. A specific amount of damages has not yet been specified.
Other Investigations involving Oil and Gas Investments
Allegations of Broker Misconduct Against Matthew B. White
A pending FINRA arbitration filed by a customer of Avantax Investment Services alleges that Matthew White made unsuitable investment recommendations and breached fiduciary duties in connection with oil and gas investments. The claim was filed with FINRA in March 2026 , Case Number 26-00572. A specific damage amount is not yet specified.
FINRA BrokerCheck records also disclose a prior customer complaint filed in 2009 alleging mismanagement and churning involving wrap accounts and outside money managers. The complaint was denied, and the broker stated that no wrongdoing was found.
Recover Your Investment Losses Now With Rex Securities Law
Investigation of Cetera Financial Brokers-Lawsuits, Arbitrations & Disputes
See this for information on our other investigations involving Avantax brokers.
If you’ve sustained damages from Mr. White, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Rex Securities Law represents investors in FINRA arbitration claims involving unsuitable investment recommendations, oil and gas investments, breach of fiduciary duty, excessive risk, and other forms of broker misconduct.
With offices serving investors nationwide, Rex Securities Law helps clients pursue recovery of investment losses through FINRA arbitration.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.