Matthew Chester has been Managing Director, Financial Advisor, and Chief Compliance Officer of Tableaux since June 2022, is a control person of the firm and directly owns 75% or more of it. Matthew Chester holds a B.A. in East Asian Studies from George Washington University, a B.S. in Economics from George Washington University and a J.D. from Cardozo School of Law.
Tableaux LLC is a Great Barrington, MA firm with $230M under management, 209 clients and 5 advisers across 5 offices, as of its July 2026 filing.
Matthew Chester is Managing Director & Financial Advisor of Tableaux Wealth. He created the firm with the mission of helping clients take control of their financial lives. Before creating Tableaux Wealth, he was a Senior Vice-President at RBC Wealth Management in Great Barrington and Pittsfield, MA.
Matthew Chester’s longest registration was 8 years at RBC Capital Markets, LLC (2013–2021). Before joining Tableaux in 2022, Matthew Chester was registered through TCWP LLC and RBC Capital Markets, LLC.
- Tableaux WealthCurrent– present · 3 yearsGreat Barrington, MA · Adviser representative · Firm CRD 319355
- TCWP LLC– · 1 yearStockbridge, MA · Adviser representative · Firm CRD 305145
- RBC Capital Markets, LLC– · 8 yearsGreat Barrington, MA · Adviser representative · Firm CRD 31194
Professional designations
Listed by Tableaux
- CFP®
Investment adviser representative registrations
Matthew Chester is registered as an investment adviser representative in Massachusetts, since November 2022.
- MassachusettsSince 10 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 10 January 2024 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 10 January 2024 |
| Series 7TO | General Securities Representative Examination | 10 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 May 2013 |
| Series 7 | General Securities Representative Examination | 23 April 2013 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Samuel Chester
- CRD
- 6174330
- Firm
- Tableaux · CRD 319355
- Role
- Managing Director, Financial Advisor, and Chief Compliance Officer
- Office
- 80 MAPLE AVENUE, SUITE 5, Great Barrington, MA 01230
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tableauxwealth.com
Where does Matthew Chester work?
Matthew Chester has been Managing Director, Financial Advisor, and Chief Compliance Officer of Tableaux LLC since June 2022, and is a control person of the firm.
Is Matthew Chester a financial advisor?
Yes. Matthew Chester has a current investment-adviser registration in Massachusetts, through Tableaux since November 2022.
How many years of experience does Matthew Chester have?
Matthew Chester has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Matthew Chester passed?
Matthew Chester has passed 5 licensing exams: the Series 7, Series 66, Series 10, Series 9 and Series 7TO. The earliest, the Series 7, was passed in April 2013. FINRA credited Matthew Chester with the SIE, which began in October 2018.
Where did Matthew Chester work before Tableaux?
Before Tableaux, Matthew Chester was registered through RBC Capital Markets, LLC, May 2013 to May 2021.
Where is Matthew Chester based?
Matthew Chester’s registered office is in Great Barrington, MA.
Is Matthew Chester registered with FINRA?
No. Matthew Chester has no current broker registration.
Is Matthew Chester a CFP?
Tableaux lists Matthew Chester with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Chester’s record?
Search CRD 6174330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Chester’s full registration record.
