Matthew Marcus is a registered investment advisor, based in Longwood, FL, with 12 years of industry experience.
Location
Longwood, FL
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 ActivitiesSells Insurance
Matthew works in outside sales, selling life, disability, annuities, health, long-term care, dental, medicare, and medical insurance through various carriers. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Arkadios Wealth Advisors
March 2026 - Present · 2 mos
Arkadios Capital
March 2026 - Present · 2 mos
Arkadios CapitalBroker
March 2026 - Present · 2 mos
Principal Securities, INC.
October 2023 - Present · 2 yrs 7 mos
Principal Securities, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
October 2022 - August 2023 · 10 mos
LPL Financial LLCBroker
October 2022 - August 2023 · 10 mos
Advised Assets Group, LLC
March 2018 - June 2022 · 4 yrs 3 mos
Gwfs Equities, INC.Broker
August 2017 - June 2022 · 4 yrs 10 mos
Princor Financial Services Corporation
September 2012 - August 2013 · 11 mos
Princor Financial Services CorporationBroker
August 2012 - August 2013 · 1 yr
Spc
May 2010 - September 2010 · 4 mos
Sammons Securities Company, LLCBroker
February 2010 - September 2010 · 7 mos
Morgan Keegan & Company, INC.Broker
January 2010 - February 2010 · 1 mo
Morgan Keegan & Company, INC.Broker
March 2009 - December 2009 · 9 mos
Morgan Keegan & Company, INC.Broker
February 2007 - November 2007 · 9 mos
Amsouth Investment Services, INC.Broker
September 2006 - February 2007 · 5 mos
Morgan Stanley
November 2005 - June 2006 · 7 mos
Morgan Stanley Dw INC.Broker
October 2005 - June 2006 · 8 mos
State Registrations2 states
FLGA
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.