Matthew Wigren is a CFP-designated registered investment advisor, based in Bellevue, WA, with 15 years of industry experience.
Location
310 120th Ave NE Ste 200, Bellevue, WA, 98005
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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.
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Matthew is an owner of Alden Capital Management LLC, an independent branch of Raymond James. He spends minimal time on this business, as all business is conducted through Raymond James.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2025 - Present · 11 mos
Concurrent Investment Advisors, LLC
June 2025 - Present · 11 mos
Alden Capital Management LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2010 - June 2025 · 14 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2010 - June 2025 · 15 yrs 1 mo
State Registrations4 states
AZCATXWA
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.