Matthew Roberson is a CFP-designated registered investment advisor, based in Los Gatos, CA, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
718 University Avenue, Suite 116, Los Gatos, CA, 95032
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Matthew is an insurance agent offering various insurance products, including accident and health, disability, annuities, and life insurance, dedicating a few hours per week to these activities. He also manages rental properties and is involved in cattle raising and solar energy services.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
First Union Securities, INC.Broker
State Registrations17 states
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
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