Matthew King Estes
Investment adviser representative at Naviter Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Naviter Wealth, LLCNov 2025 to now
- Level Four Advisory Services, LLCDec 2021 to Apr 2025
- Level Four Financial, LLCDec 2021 to Apr 2025
- UnemployedMay 2021 to Oct 2025
- Pruco Securities, LLCMay 2021 to Oct 2021
- Prudential Financial Planning ServicesMay 2021 to Oct 2021
- UnemployedDec 2020 to Apr 2021
- Sowell ManagementSep 2017 to Nov 2020
- Morgan Stanley Distribution, Inc.Jan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (AR).
Naviter Wealth, LLC
$1.9BAssets managed
361Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1661179
- Firm CRD
- 311508