Matthew Myers is a CFP-designated registered investment advisor, based in Bellevue, WA, with 31 years of industry experience.
Location
10811 Main Street, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is the managing member of MM & GS Holdings, LLC, which holds proceeds from the sale of a prior firm. He dedicates minimal time to managing the LLC.
Employment History
Current Registrations
Captrust
December 2023 - Present · 2 yrs 9 mos
Capfinancial Securities, LLC.Broker
December 2023 - Present · 2 yrs 9 mos
Previous Registrations
Private Client Services, LLCBroker
November 2013 - December 2023 · 10 yrs 1 mo
Trutina Financial
November 2009 - March 2024 · 14 yrs 4 mos
Signator Financial Services, INC.Broker
July 2009 - October 2013 · 4 yrs 3 mos
LPL Financial Corporation
February 2000 - September 2009 · 9 yrs 7 mos
LPL Financial CorporationBroker
February 2000 - September 2009 · 9 yrs 7 mos
Bellevue Financial
January 2000 - November 2009 · 9 yrs 10 mos
MML Investors Services, INC.Broker
August 1994 - January 2000 · 5 yrs 5 mos
State Registrations28 states
ALAZCACODEFLGAHIIAIDINKSKYMAMIMNMOMTNCNDNYORPASCSDTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.