Matthew Lee Neff
Investment adviser representative at Petersen Hastings Wealth Advisors, Inc.
27 yearsExperience
1 stateRegistered in
$1.6BFirm assets
43 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
27 years in the industry.
- Carlisle Social Investments, LLCOct 2002 to now
- Petersen Hastings Wealth Advisors, Inc.Oct 2000 to now
- Petersen Hasting Investment Management, Inc.Sep 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Petersen Hastings Wealth Advisors, Inc.
$1.6BAssets managed
1,309Clients
16Advisers
43 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
- 4550161
- Firm CRD
- 110952