Matthew MaiersCRD Number: 4294492
Current Firm: Hunter Street Investment Advisors LLC
Matthew Maiers (CRD# 4294492) is an Investment Advisor Representative working at Hunter Street Investment Advisors LLC in Apex, NC and has over 22 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Hunter Street Investment Advisors LLC||Apex, NC||Sep 2019 - Current||3|
|Hobart Private Capital, LLC||Charlotte, NC||Jun 2019 - Current||3|
|Knights Of Columbus||Apex, NC||Jan 2019 - Current||4|
|Raymond James Financial Services,inc||Cary, NC||Oct 2018 - May 2019||< 1|
|Global Financial||Sarasota, FL||Jan 2017 - Oct 2018||1|
|Flexible Plan Inv||Bloomfield Hills, MI||Aug 2015 - Jan 2017||1|
|Paychex, Inc.||Cary, NC||Aug 2014 - Aug 2015||1|
|Aig||Apex, NC||Aug 2013 - Aug 2014||1|
|Curian Capital, LLC||Denver, CO||Oct 2008 - Aug 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management74MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$274,216
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.