Matthew John Macek
Investment adviser representative at Allworth Financial, L.P.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Aw SecuritiesMar 2026 to now
- Allworth Financial, L.P.Sep 2023 to now
- Sarasota County Veterans ServicesMay 2023 to Jun 2023
- UnemployedOct 2022 to Apr 2023
- Fourthought Private WealthApr 2021 to Sep 2022
- Awa Investment AdvisorsJun 2020 to Feb 2021
- UnemployedDec 2019 to May 2020
- Wells Fargo AdvisorsMar 2011 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 2907725
- Firm CRD
- 111167