Matthew J Saul
Investment adviser representative at Saul Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$201.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Saul Wealth Advisors, LLCSep 2025 to now
- MML Investors Services, LLCMar 2017 to Aug 2025
- Massmutual Life Insurance CoJul 2016 to Aug 2025
- Metlife Securities Inc.Jan 2015 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Saul Wealth Advisors, LLC
$201.5MAssets managed
106Clients
1Advisers
1 yearIn 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
- 5296657
- Firm CRD
- 337371