Matthew Oleksak
Investment adviser representative at Naples Global Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
Are you Matthew Oleksak? Claim your profile
Contact this firm
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.
- Naples Global AdvisorsJan 2026 to now
- Brighthouse Securities, LLCMar 2017 to Jan 2026
- MetlifeJan 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Global Advisors
Legal name: Naples Global Advisors LLC
$2BAssets managed
306Clients
16Advisers
15 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
- 6589178
- Firm CRD
- 158544