Stuart Bradshaw Matheson
Investment adviser representative at Diversify Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$4.6BFirm 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
Experience
12 years in the industry.
- Diversify Advisory Services, LLCOct 2023 to now
- Matheson PllcJan 2020 to now
- Olympus Wealth ManagementJan 2020 to now
- Paul T. Walton, Jr. Charitable FoundationMay 2016 to now
- Hale and Wood PllcAug 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
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
- 7218522
- Firm CRD
- 326060