Matthew Peterson
Investment adviser representative at Webull Advisors LLC
13 yearsExperience
1 stateRegistered in
$48.9MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Webull Advisors LLCJul 2024 to now
- Webull Financial LLCJul 2024 to now
- Webull TechnologiesJul 2024 to now
- UnemployedMar 2024 to Jun 2024
- Charles SchwabJan 2022 to Feb 2024
- Teaching Fellow - NyuSep 2014 to Jan 2017
- TD AmeritradeMay 2013 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Webull Advisors LLC
$48.9MAssets managed
28,867Clients
12Advisers
7 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
- 5726998
- Firm CRD
- 304881