Matthew Scott Archer
Investment adviser representative at Aim Advisors, LLC
11 yearsExperience
1 stateRegistered in
$158.2MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Arkadios CapitalAug 2023 to now
- Aim Advisors, LLCFeb 2023 to now
- Triad Advisors, Inc.Nov 2015 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
Aim Advisors, LLC
$158.2MAssets managed
186Clients
3Advisers
3 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
- 4126987
- Firm CRD
- 325125