Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers, has opened a comprehensive investigation into the professional conduct of Matthew Blaise White (CRD #3039904), a Baytown, Texas-based financial advisor currently registered with Cetera Wealth Services, LLC. Investors in Texas and Nationwide have raised concerns about Mr. White’s investment recommendations, particularly regarding oil and gas offerings. Our attorneys are here to help you understand your options and work toward the recovery of potential investment losses associated with this broker. If you worked with Matthew B. White and experienced losses, you can call us today at 1-888-885-7162 for a free, confidential consultation.
Why Are We Investigating Matthew Blaise White of Baytown, TX?
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Our firm’s current investigation stems from reports and regulatory records disclosing a pending FINRA arbitration filed against Matthew B. White in March 2026, which alleges unsuitable investment recommendations and breach of fiduciary duty involving oil and gas investments. While the specific amount of claimed damages has not yet been disclosed, it is believed to exceed $5,000. These claims raise serious questions about whether Mr. White upheld the standard of care required of financial advisors and the suitability obligations owed to his clients.
Advisor Profile: Matthew Blaise White
| Name | Matthew Blaise White |
| CRD Number | 3039904 |
| Current Broker-Dealer | Cetera Wealth Services, LLC |
| Current Location | Baytown, Texas |
| Licenses Held | Series 24, Series 7, Series 66, SIE |
| Other Business Affiliations | Tax preparation, insurance sales, accounting (Tiller & Company PC, CPAs, M. White Financial Services, True North Private Wealth Partners) |
What Are the Red Flags?
If Matthew Blaise White managed your investment accounts or recommended products through Cetera Wealth Services, LLC, it’s crucial to be aware of the following red flags:
- Pending FINRA Arbitration: A customer of Avantax Investment Services filed a formal grievance against Mr. White in March 2026, alleging unsuitable investment recommendations and breach of fiduciary duty in oil and gas investments, investment vehicles often considered high risk and illiquid for many investors.
- History of Customer Complaints: FINRA’s BrokerCheck reflects a prior customer complaint from 2009 alleging mismanagement and churning involving wrap accounts. Although that complaint was ultimately denied, it adds to a pattern that warrants close examination.
- Multiple Business Affiliations: Mr. White’s involvement in related industries, including tax preparation, insurance sales, and other financial businesses, creates the potential for conflicts of interest if clients were not clearly advised of such affiliations.
Specific Complaints and Alleged Violations Against Matthew B. White
Below is a summary of all publicly disclosed claims and red flags connected with Matthew Blaise White:
- Pending FINRA arbitration (March 2026, Case No. 26-00572):
- Allegations: Unsuitable investment recommendations in oil and gas offerings and breach of fiduciary duty.
- Current status: Arbitration pending; damages sought are believed to exceed $5,000; specific amount not yet disclosed.
- 2009 Customer Complaint (Denied):
- Claim: Investor alleged mismanagement and churning involving wrap accounts and outside money managers.
- Outcome: Denied; Mr. White and the broker-dealer asserted no wrongdoing.
If you experienced similar investment losses, or received recommendations to invest heavily in oil and gas products, complex partnerships, or other high-risk alternatives, your recovery options may include FINRA arbitration and related actions. Our attorneys can advise whether your broker’s actions violated regulatory and ethical duties and pursue the return of lost funds when warranted.
Your Rights as an Investor: How We Can Fight for Your Recovery
As former Wall Street defense attorneys with over 95+ years of combined securities law experience, we leverage insider knowledge of brokerage industry practices to advocate for investors. Our proven track record includes:
- 98% success rate across hundreds of investor recovery claims
- Over $520 million involved in securities matters
- Recognition in the Top 2% peer-reviewed category (Martindale-Hubbell AV Preeminent)
- Super Lawyers-designated attorneys
- 5.0-star client reviews highlighting transparency and results
- No recovery, no fee: You pay no legal fees unless we achieve a recovery for you
Every investor deserves to know whether their broker’s advice was truly in their best interest. We represent clients nationwide in FINRA arbitration, where most claims against brokers and firms are resolved.
Can You Pursue a Claim Against Matthew Blaise White or Cetera Wealth Services?
Yes. FINRA arbitration is the standard forum for pursuing recovery against registered brokers and broker-dealers like Cetera Wealth Services, LLC. If you believe you were given bad advice, were sold unsuitable or high-commission products, or see unexplained losses in your accounts, you may have grounds for a claim. Our team reviews accounts for free. We can identify whether:
- Unsuitable or risky investments were recommended for your age, experience, or objectives
- Your portfolio was excessively concentrated in a single asset class, such as oil and gas
- Breach of fiduciary duty, negligence, or failure to supervise occurred
Next Steps: Get Your Free Consultation
If you lost money with Matthew Blaise White of Cetera Wealth Services, LLC, particularly in oil and gas or other alternative investments, don’t wait. The sooner you act, the more options you may preserve for recovery.
- Call us now at 1-888-885-7162 for a free case evaluation
- There is no obligation and no upfront cost; our no recovery, no fee policy means you do not pay unless we recover funds for you
- Our attorneys analyze your statements and transaction history and explain your recovery options in plain language
As part of our mission to stand up for investors, our firm pursues claims not only against individual brokers like Matthew Blaise White but also holds firms accountable for supervisory failures. Experience matters when recovering losses. Turn to attorneys who know the rules from the inside. Your recovery may begin with one private, confidential phone call.
If you have questions or suspect misconduct by your financial advisor in Baytown, Texas, or anywhere nationwide, contact us today at 1-888-885-7162 to learn your rights.
